Financial Gravity Asset Management’s Boeing BA Stock Holding History

Financial Gravity Asset Management’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	$2.82M	Buy	14,145 +152	+1%	+$34.6K	0.5%	48
2025 Q4	$3.04M	Buy	13,993 +1,037	+8%	+$213K	0.58%	43
2025 Q3	$2.8M	Buy	+12,956	New	+$2.92M	0.55%	42
2025 Q1	$2.04M	Buy	+11,939	New	+$2.07M	0.44%	59
2024 Q2	$1.72M	Buy	9,477 +1,390	+17%	+$248K	0.43%	58
2024 Q1	$2.11M	Buy	8,087 +1	+0%	+$205	0.59%	39
2023 Q4	$2.11M	Buy	+8,086	New	+$1.73M	0.59%	39
2021 Q3	$562K	Sell	2,569 -2,884	-53%	-$643K	0.26%	72
2021 Q2	$1.31M	Buy	+5,453	New	+$1.32M	0.47%	49
2020 Q4	$611K	Buy	+2,907	New	+$559K	0.56%	44
2019 Q4	$399K	Sell	232 -15	-6%	-$5.31K	0.27%	32
2019 Q3	$94K	Sell	247 -121	-33%	-$43.3K	0.08%	216
2019 Q2	$134K	Buy	368 +261	+244%	+$95.2K	0.11%	193
2019 Q1	$42K	Buy	+107	New	+$41.2K	0.03%	351
2018 Q3	$64K	Sell	192 -1,311	-87%	-$461K	0.07%	269
2018 Q2	$510K	Buy	1,503 +79	+6%	+$27.2K	0.48%	28
2018 Q1	$463K	Buy	+1,424	New	+$481K	0.47%	35

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's BA Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Boeing (BA) stake by 1.1% in Q1 2026, buying an estimated $34.6K and bringing the position to 14,145 shares worth $2.82M. The position accounts for 0.5% of the portfolio, ranked #48.

Financial Gravity Asset Management first reported a position in BA in Q1 2018 and has held it in 17 quarters since. The position peaked at $3.04M in Q4 2025. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Financial Gravity Asset Management held 14,145 shares of Boeing worth $2.82M as of Q1 2026.
Financial Gravity Asset Management bought 152 Boeing shares in Q1 2026, an estimated $34.6K.
Boeing made up 0.5% of Financial Gravity Asset Management's portfolio in Q1 2026, its #48 holding.
Financial Gravity Asset Management first reported a position in Boeing in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Boeing position peaked at $3.04M in Q4 2025.
2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.