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Falcon Wealth Planning’s Boeing BA Stock Holding History

Falcon Wealth 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 		$733K Buy
3,386
+734
+28% +$163K 0.05% 121
2026
Q1 		$528K Buy
2,652
+377
+17% +$85.9K 0.04% 130
2025
Q4 		$494K Buy
2,275
+47
+2% +$9.67K 0.04% 120
2025
Q3 		$481K Buy
2,228
+28
+1% +$6.31K 0.04% 113
2025
Q2 		$461K Sell
2,200
-31
-1% -$5.86K 0.05% 107
2025
Q1 		$380K Buy
2,231
+47
+2% +$8.13K 0.04% 117
2024
Q4 		$387K Buy
2,184
+234
+12% +$36.7K 0.04% 119
2024
Q3 		$296K Sell
1,950
-29
-1% -$4.97K 0.03% 123
2024
Q2 		$360K Buy
1,979
+41
+2% +$7.31K 0.05% 97
2024
Q1 		$374K Sell
1,938
-48
-2% -$9.86K 0.06% 92
2023
Q4 		$518K Buy
1,986
+676
+52% +$145K 0.09% 69
2023
Q3 		$251K Sell
1,310
-35
-3% -$7.66K 0.05% 92
2023
Q2 		$284K Buy
1,345
+104
+8% +$21.6K 0.06% 83
2023
Q1 		$264K Buy
1,241
+103
+9% +$21.4K 0.07% 78
2022
Q4 		$217K Buy
+1,138
New +$186K 0.06% 89
2022
Q2 		– Sell
-1,061
Closed -$203K – 81
2022
Q1 		$203K Sell
1,061
-5,770
-84% -$1.16M 0.06% 73
2021
Q4 		$1.38M Buy
6,831
+100
+1% +$21.1K 0.45% 27
2021
Q3 		$1.48M Buy
6,731
+222
+3% +$49.5K 0.56% 24
2021
Q2 		$1.56M Buy
6,509
+199
+3% +$48.1K 0.67% 22
2021
Q1 		$1.61M Buy
6,310
+220
+4% +$48.9K 0.79% 21
2020
Q4 		$1.3M Buy
+6,090
New +$1.17M 0.73% 21

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

Falcon Wealth Planning's BA Position: Q2 2026 in Review

Falcon Wealth Planning increased its Boeing (BA) stake by 28% in Q2 2026, buying an estimated $163K and bringing the position to 3,386 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #121.

Falcon Wealth Planning first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.61M in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Falcon Wealth Planning held 3,386 shares of Boeing worth $733K as of Q2 2026.
  • Falcon Wealth Planning bought 734 Boeing shares in Q2 2026, an estimated $163K.
  • Boeing made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #121 holding.
  • Falcon Wealth Planning first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
  • Falcon Wealth Planning's Boeing position peaked at $1.61M in Q1 2021.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.