COMPASS FINANCIAL MANAGEMENT LLC’s Boeing BA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$10.3K	Buy	+400	New	+$89K	﹤0.01%	1044

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Boeing (BA) in Q2 2026: 528 shares worth $125K. The stake represents 0.02% of the portfolio and ranks #518 among its holdings.

2,128 funds tracked by Wall St. Rank hold BA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 528 shares of Boeing worth $125K as of Q2 2026.
Boeing was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Boeing made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #518 holding.
2,128 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.