Comprehensive Financial Consultants Institutional’s Boeing BA Stock Holding History

Comprehensive Financial Consultants Institutional’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	$1.12M	Sell	5,162 -466	-8%	-$104K	0.3%	102
2026 Q1	$1.12M	Hold	5,628	–	–	0.33%	98
2025 Q4	$1.22M	Hold	5,628	–	–	0.37%	90
2025 Q3	$1.21M	Sell	5,628 -187	-3%	-$42.2K	0.38%	88
2025 Q2	$1.22M	Buy	5,815 +73	+1%	+$13.8K	0.4%	82
2025 Q1	$979K	Sell	5,742 -100	-2%	-$17.3K	0.35%	91
2024 Q4	$1.03M	Hold	5,842	–	–	0.38%	87
2024 Q3	$888K	Hold	5,842	–	–	0.32%	96
2024 Q2	$1.06M	Sell	5,842 -91	-2%	-$16.2K	0.42%	83
2024 Q1	$1.15M	Buy	5,933 +91	+2%	+$18.7K	0.48%	75
2023 Q4	$1.52M	Sell	5,842 -11	-0.2%	-$2.35K	0.71%	60
2023 Q3	$1.12M	Buy	5,853 +11	+0.2%	+$2.41K	0.59%	68
2023 Q2	$1.24M	Hold	5,842	–	–	0.65%	63
2023 Q1	$1.24M	Hold	5,842	–	–	0.7%	53
2022 Q4	$1.25M	Hold	5,842	–	–	0.76%	47
2022 Q3	$795K	Hold	5,842	–	–	0.52%	72
2022 Q2	$859K	Sell	5,842 -55	-0.9%	-$8.11K	0.61%	65
2022 Q1	$878K	Hold	5,897	–	–	0.61%	64
2021 Q4	$1.19M	Buy	+5,897	New	+$1.25M	0.76%	37

Other funds holding BA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's BA Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Boeing (BA) stake by 8.3% in Q2 2026, selling an estimated $104K and leaving 5,162 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #102.

Comprehensive Financial Consultants Institutional first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Comprehensive Financial Consultants Institutional held 5,162 shares of Boeing worth $1.12M as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 466 Boeing shares in Q2 2026, an estimated $104K.
Boeing made up 0.3% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #102 holding.
Comprehensive Financial Consultants Institutional first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
Comprehensive Financial Consultants Institutional's Boeing position peaked at $1.52M in Q4 2023.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.