CFFP
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Center for Financial Planning’s Boeing BA Stock Holding History

Center for Financial Planning’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 		$179K Hold
829
– – 0.02% 183
2026
Q1 		$165K Sell
829
-5
-0.6% -$1.14K 0.02% 183
2025
Q4 		$181K Buy
834
+392
+89% +$80.6K 0.02% 179
2025
Q3 		$95.4K Hold
442
– – 0.01% 231
2025
Q2 		$92.6K Sell
442
-60
-12% -$11.3K 0.01% 226
2025
Q1 		$85.6K Sell
502
-60
-11% -$10.4K 0.01% 221
2024
Q4 		$99.5K Buy
562
+60
+12% +$9.42K 0.01% 196
2024
Q3 		$76.3K Sell
502
-364
-42% -$62.4K 0.01% 205
2024
Q2 		$158K Sell
866
-262
-23% -$46.7K 0.02% 157
2024
Q1 		$218K Buy
1,128
+7
+0.6% +$1.44K 0.03% 142
2023
Q4 		$292K Hold
1,121
– – 0.05% 117
2023
Q3 		$215K Hold
1,121
– – 0.05% 129
2023
Q2 		$237K Hold
1,121
– – 0.05% 124
2023
Q1 		$238K Sell
1,121
-100
-8% -$20.8K 0.05% 124
2022
Q4 		$233K Hold
1,221
– – 0.06% 122
2022
Q3 		$148K Hold
1,221
– – 0.04% 139
2022
Q2 		$167K Hold
1,221
– – 0.04% 131
2022
Q1 		$234K Buy
1,221
+441
+57% +$88.5K 0.05% 124
2021
Q4 		$157K Sell
780
-573
-42% -$121K 0.03% 145
2021
Q3 		$298K Sell
1,353
-114
-8% -$25.4K 0.07% 102
2021
Q2 		$352K Sell
1,467
-100
-6% -$24.2K 0.09% 93
2021
Q1 		$399K Sell
1,567
-60
-4% -$13.3K 0.1% 87
2020
Q4 		$348K Sell
1,627
-57
-3% -$11K 0.1% 86
2020
Q3 		$278K Hold
1,684
– – 0.09% 92
2020
Q2 		$309K Hold
1,684
– – 0.11% 84
2020
Q1 		$251K Sell
1,684
-303
-15% -$82.9K 0.08% 96
2019
Q4 		$647K Buy
+1,987
New +$703K 0.16% 56

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Center for Financial Planning's BA Position: Q2 2026 in Review

Center for Financial Planning held its Boeing (BA) position steady in Q2 2026 at 829 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #183.

Center for Financial Planning first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $647K in Q4 2019. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Center for Financial Planning held 829 shares of Boeing worth $179K as of Q2 2026.
  • Center for Financial Planning left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #183 holding.
  • Center for Financial Planning first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Boeing position peaked at $647K in Q4 2019.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.