CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Boeing BA Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 		$696K Sell
3,337
-229
-6% -$50.9K 0.22% 78
2026
Q1 		$825K Sell
3,566
-84
-2% -$19.1K 0.28% 71
2025
Q4 		$792K Sell
3,650
-111
-3% -$22.8K 0.26% 73
2025
Q3 		$839K Buy
3,761
+43
+1% +$9.7K 0.28% 70
2025
Q2 		$840K Sell
3,718
-56
-1% -$10.6K 0.3% 72
2025
Q1 		$591K Sell
3,774
-110
-3% -$19K 0.24% 82
2024
Q4 		$706K Sell
3,884
-353
-8% -$55.4K 0.26% 79
2024
Q3 		$657K Sell
4,237
-1,087
-20% -$186K 0.25% 84
2024
Q2 		$995K Sell
5,324
-220
-4% -$39.2K 0.39% 58
2024
Q1 		$925K Sell
5,544
-216
-4% -$44.4K 0.39% 61
2023
Q4 		$1.23M Sell
5,760
-8
-0.1% -$1.71K 0.51% 46
2023
Q3 		$1.03M Sell
5,768
-546
-9% -$119K 0.48% 49
2023
Q2 		$1.46M Sell
6,314
-369
-6% -$76.6K 0.64% 38
2023
Q1 		$1.34M Sell
6,683
-235
-3% -$48.8K 0.61% 43
2022
Q4 		$1.46M Sell
6,918
-265
-4% -$43.3K 0.64% 39
2022
Q3 		$1.01M Sell
7,183
-63
-0.9% -$9.66K 0.48% 55
2022
Q2 		$1.01M Sell
7,246
-208
-3% -$30.7K 0.46% 57
2022
Q1 		$1.31M Buy
7,454
+218
+3% +$43.8K 0.53% 52
2021
Q4 		$1.48M Buy
7,236
+103
+1% +$21.8K 0.62% 45
2021
Q3 		$1.59M Buy
7,133
+62
+0.9% +$13.8K 0.64% 44
2021
Q2 		$1.54M Buy
7,071
+87
+1% +$21K 0.66% 41
2021
Q1 		$1.69M Buy
6,984
+493
+8% +$110K 0.75% 35
2020
Q4 		$1.37M Sell
6,491
-126
-2% -$24.2K 0.67% 37
2020
Q3 		$1.21M Sell
6,617
-95
-1% -$16.2K 0.63% 45
2020
Q2 		$1.11M Sell
6,712
-178
-3% -$27.4K 0.64% 43
2020
Q1 		$958K Buy
6,890
+502
+8% +$137K 0.59% 49
2019
Q4 		$2.02M Buy
6,388
+422
+7% +$149K 1.14% 26
2019
Q3 		$2.21M Sell
5,966
-194
-3% -$69.3K 1.36% 17
2019
Q2 		$2.28M Sell
6,160
-147
-2% -$53.6K 1.37% 18
2019
Q1 		$2.41M Sell
6,307
-616
-9% -$237K 1.51% 16
2018
Q4 		$2.23M Sell
6,923
-99
-1% -$34.2K 1.6% 16
2018
Q3 		$2.61M Sell
7,022
-85
-1% -$29.9K 1.6% 13
2018
Q2 		$2.35M Sell
7,107
-223
-3% -$76.7K 1.52% 14
2018
Q1 		$2.35M Sell
7,330
-405
-5% -$137K 1.58% 13
2017
Q4 		$2.28M Sell
7,735
-1,623
-17% -$439K 1.43% 15
2017
Q3 		$2.38M Sell
9,358
-869
-8% -$203K 1.52% 13
2017
Q2 		$2.02M Sell
10,227
-111
-1% -$20.7K 1.37% 16
2017
Q1 		$1.83M Sell
10,338
-5,281
-34% -$899K 1.27% 19
2016
Q4 		$2.43M Sell
15,619
-413
-3% -$60.3K 1.77% 12
2016
Q3 		$2.11M Buy
16,032
+2
+0% +$263 1.65% 17
2016
Q2 		$2.08M Sell
16,030
-19
-0.1% -$2.48K 1.64% 17
2016
Q1 		$2.04M Buy
16,049
+6,074
+61% +$754K 1.66% 15
2015
Q4 		$1.4M Buy
9,975
+135
+1% +$19.4K 1.2% 29
2015
Q3 		$1.29M Buy
9,840
+335
+4% +$46.5K 1.25% 29
2015
Q2 		$1.34M Buy
9,505
+945
+11% +$138K 1.25% 28
2015
Q1 		$1.28M Hold
8,560
– – 1.28% 28
2014
Q4 		$1.11M Buy
8,560
+1,995
+30% +$253K 0.98% 27
2014
Q3 		$820K Buy
+6,565
New +$827K 0.94% 35

Other funds holding BA

Ninety One (UK)
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's BA Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Boeing (BA) stake by 6.4% in Q2 2026, selling an estimated $50.9K and leaving 3,337 shares worth $696K. The position accounts for 0.22% of the portfolio, ranked #78.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in BA in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.61M in Q3 2018. 940 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 3,337 shares of Boeing worth $696K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 229 Boeing shares in Q2 2026, an estimated $50.9K.
  • Boeing made up 0.22% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Boeing in Q3 2014 and has held it in 48 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Boeing position peaked at $2.61M in Q3 2018.
  • 940 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.