Financial Gravity Companies’s Boeing BA Stock Holding History

Financial Gravity Companies’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	$3.08M	Buy	+14,241	New	+$3.17M	0.5%	48
2025 Q2	$2.69M	Buy	+12,843	New	+$2.43M	0.53%	49
2024 Q4	$1.91M	Buy	+10,794	New	+$1.69M	0.44%	57
2018 Q4	$60K	Buy	+155	New	+$53.5K	0.05%	279
2018 Q1	$463K	Buy	1,424 +360	+34%	+$122K	0.47%	35
2017 Q4	$377K	Buy	+1,064	New	+$288K	0.43%	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

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 Gravity Companies's BA Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Boeing (BA) in Q2 2026: 14,241 shares worth $3.08M. The stake represents 0.5% of the portfolio and ranks #48 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BA as recently as Q2 2025.

Financial Gravity Companies first reported a position in BA in Q4 2017 and has held it in 6 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Financial Gravity Companies held 14,241 shares of Boeing worth $3.08M as of Q2 2026.
Boeing was a new Financial Gravity Companies position in Q2 2026.
Boeing made up 0.5% of Financial Gravity Companies's portfolio in Q2 2026, its #48 holding.
Financial Gravity Companies first reported a position in Boeing in Q4 2017 and has held it in 6 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.