CFG
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Chapman Financial Group’s Boeing BA Stock Holding History

Chapman Financial Group’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 		$211K Hold
976
– – 0.14% 130
2026
Q1 		$194K Buy
976
+143
+17% +$32.6K 0.14% 132
2025
Q4 		$181K Buy
833
+144
+21% +$29.6K 0.12% 135
2025
Q3 		$149K Buy
+689
New +$155K 0.1% 144

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

Chapman Financial Group's BA Position: Q2 2026 in Review

Chapman Financial Group held its Boeing (BA) position steady in Q2 2026 at 976 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #130.

Chapman Financial Group first reported a position in BA in Q3 2025 and has held it in 4 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Chapman Financial Group held 976 shares of Boeing worth $211K as of Q2 2026.
  • Chapman Financial Group left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.14% of Chapman Financial Group's portfolio in Q2 2026, its #130 holding.
  • Chapman Financial Group first reported a position in Boeing in Q3 2025 and has held it in 4 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.