Benedict Financial Advisors’s Boeing BA Stock Holding History

Benedict Financial Advisors’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25M	Sell	10,377 -57	-0.5%	-$12.7K	0.44%	80
2026 Q1	$2.08M	Buy	10,434 +823	+9%	+$187K	0.43%	80
2025 Q4	$2.09M	Sell	9,611 -299	-3%	-$61.5K	0.44%	79
2025 Q3	$2.14M	Sell	9,910 -110	-1%	-$24.8K	0.46%	75
2025 Q2	$2.1M	Buy	10,020 +1,782	+22%	+$337K	0.48%	74
2025 Q1	$1.4M	Buy	+8,238	New	+$1.43M	0.33%	85
2024 Q1	–	Sell	-2,537	Closed	-$661K	–	127
2023 Q4	$661K	Buy	+2,537	New	+$543K	0.18%	99
2019 Q4	–	Sell	-565	Closed	-$215K	–	105
2019 Q3	$215K	Hold	565	–	–	0.09%	100
2019 Q2	$206K	Hold	565	–	–	0.09%	105
2019 Q1	$215K	Buy	+565	New	+$217K	0.09%	103
2018 Q4	–	Sell	-565	Closed	-$210K	–	104
2018 Q3	$210K	Buy	+565	New	+$198K	0.09%	107

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benedict Financial Advisors's BA Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Boeing (BA) stake by 0.55% in Q2 2026, selling an estimated $12.7K and leaving 10,377 shares worth $2.25M. The position accounts for 0.44% of the portfolio, ranked #80.

Benedict Financial Advisors first reported a position in BA in Q3 2018 and has held it in 11 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Benedict Financial Advisors held 10,377 shares of Boeing worth $2.25M as of Q2 2026.
Benedict Financial Advisors sold 57 Boeing shares in Q2 2026, an estimated $12.7K.
Boeing made up 0.44% of Benedict Financial Advisors's portfolio in Q2 2026, its #80 holding.
Benedict Financial Advisors first reported a position in Boeing in Q3 2018 and has held it in 11 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.