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CFS Investment Advisory Services’s Boeing BA Stock Holding History

CFS Investment Advisory 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 		$556K Sell
2,456
-1
-0% -$222 0.04% 245
2026
Q1 		$549K Buy
2,457
+77
+3% +$17.5K 0.04% 245
2025
Q4 		$517K Sell
2,380
-100
-4% -$20.6K 0.04% 234
2025
Q3 		$549K Buy
2,480
+154
+7% +$34.7K 0.04% 229
2025
Q2 		$487K Buy
2,326
+50
+2% +$9.44K 0.04% 232
2025
Q1 		$388K Sell
2,276
-678
-23% -$117K 0.03% 245
2024
Q4 		$523K Buy
2,954
+148
+5% +$23.2K 0.05% 206
2024
Q3 		$427K Buy
+2,806
New +$481K 0.04% 216
2022
Q2 		– Sell
-136,157
Closed -$1K – 236
2022
Q1 		$1K Buy
+136,157
New +$27.3M ﹤0.01% 312

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CFS Investment Advisory Services's BA Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Boeing (BA) stake by 0.04% in Q2 2026, selling an estimated $222 and leaving 2,456 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #245.

CFS Investment Advisory Services first reported a position in BA in Q1 2022 and has held it in 9 quarters since. 684 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CFS Investment Advisory Services held 2,456 shares of Boeing worth $556K as of Q2 2026.
  • CFS Investment Advisory Services sold 1 Boeing share in Q2 2026, an estimated $222.
  • Boeing made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #245 holding.
  • CFS Investment Advisory Services first reported a position in Boeing in Q1 2022 and has held it in 9 quarters since.
  • 684 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.