Financial Consulate’s Boeing BA Stock Holding History

Financial Consulate’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 Q1	$90.8K	Buy	456 +19	+4%	+$4.33K	0.01%	230
2025 Q4	$94.9K	Buy	437 +78	+22%	+$16K	0.01%	242
2025 Q3	$77.5K	Buy	+359	New	+$80.9K	0.01%	258
2020 Q1	–	Sell	-856	Closed	-$279K	–	97
2019 Q4	$279K	Sell	856 -209	-20%	-$74K	0.12%	85
2019 Q3	$405K	Buy	1,065 +15	+1%	+$5.36K	0.18%	70
2019 Q2	$382K	Buy	1,050 +148	+16%	+$54K	0.17%	68
2019 Q1	$344K	Buy	902 +10	+1%	+$3.85K	0.16%	80
2018 Q4	$288K	Buy	892 +18	+2%	+$6.22K	0.17%	83
2018 Q3	$325K	Sell	874 -11	-1%	-$3.86K	0.18%	90
2018 Q2	$297K	Buy	885 +131	+17%	+$45.1K	0.15%	90
2018 Q1	$247K	Buy	754 +30	+4%	+$10.1K	0.13%	94
2017 Q4	$214K	Buy	+724	New	+$196K	0.11%	94

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Consulate's BA Position: Q1 2026 in Review

Financial Consulate increased its Boeing (BA) stake by 4.3% in Q1 2026, buying an estimated $4.33K and bringing the position to 456 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #230.

Financial Consulate first reported a position in BA in Q4 2017 and has held it in 12 quarters since. The position peaked at $405K in Q3 2019. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Financial Consulate held 456 shares of Boeing worth $90.8K as of Q1 2026.
Financial Consulate bought 19 Boeing shares in Q1 2026, an estimated $4.33K.
Boeing made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #230 holding.
Financial Consulate first reported a position in Boeing in Q4 2017 and has held it in 12 quarters since.
Financial Consulate's Boeing position peaked at $405K in Q3 2019.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.