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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Financial Gravity Companies's BA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Boeing (BA) in Q2 2025: 12,843 shares worth $2.69M. The stake represents 0.53% of the portfolio and ranks #49 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BA as recently as Q4 2024.

Financial Gravity Companies first reported a position in BA in Q4 2017 and has held it in 5 quarters since. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Financial Gravity Companies held 12,843 shares of Boeing worth $2.69M as of Q2 2025.
  • Boeing was a new Financial Gravity Companies position in Q2 2025.
  • Boeing made up 0.53% of Financial Gravity Companies's portfolio in Q2 2025, its #49 holding.
  • Financial Gravity Companies first reported a position in Boeing in Q4 2017 and has held it in 5 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.