Burkett Financial Services’s Boeing BA Stock Holding History

Burkett Financial Services’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	$65.1K	Hold	300	–	–	0.02%	84
2026 Q1	$59.9K	Hold	300	–	–	0.02%	89
2025 Q4	$65.3K	Sell	300 -31	-9%	-$6.38K	0.02%	81
2025 Q3	$71.4K	Buy	331 +60	+22%	+$13.5K	0.02%	84
2025 Q2	$56.8K	Hold	271	–	–	0.02%	89
2025 Q1	$46.2K	Hold	271	–	–	0.02%	93
2024 Q4	$47.9K	Hold	271	–	–	0.02%	87
2024 Q3	$41.2K	Buy	271 +30	+12%	+$5.14K	0.02%	89
2024 Q2	$43.8K	Hold	241	–	–	0.02%	79
2024 Q1	$46.5K	Hold	241	–	–	0.02%	87
2023 Q4	$62.8K	Buy	+241	New	+$51.5K	0.04%	79

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burkett Financial Services's BA Position: Q2 2026 in Review

Burkett Financial Services held its Boeing (BA) position steady in Q2 2026 at 300 shares worth $65.1K. The position accounts for 0.02% of the portfolio, ranked #84.

Burkett Financial Services first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.4K in Q3 2025. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Burkett Financial Services held 300 shares of Boeing worth $65.1K as of Q2 2026.
Burkett Financial Services left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #84 holding.
Burkett Financial Services first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Boeing position peaked at $71.4K in Q3 2025.
657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.