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 Q2	$184K	Buy	852 +396	+87%	+$88.1K	0.02%	162
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 $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 $3.37T AUM 44.26% 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

Financial Consulate's BA Position: Q2 2026 in Review

Financial Consulate increased its Boeing (BA) stake by 87% in Q2 2026, buying an estimated $88.1K and bringing the position to 852 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #162.

Financial Consulate first reported a position in BA in Q4 2017 and has held it in 13 quarters since. The position peaked at $405K in Q3 2019. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Financial Consulate held 852 shares of Boeing worth $184K as of Q2 2026.
Financial Consulate bought 396 Boeing shares in Q2 2026, an estimated $88.1K.
Boeing made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #162 holding.
Financial Consulate first reported a position in Boeing in Q4 2017 and has held it in 13 quarters since.
Financial Consulate's Boeing position peaked at $405K in Q3 2019.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.