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Financial Life Planners’s Boeing BA Stock Holding History

Financial Life Planners’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 		$79.4K Hold
367
– – 0.05% 99
2026
Q1 		$73K Buy
+367
New +$83.6K 0.06% 94
2025
Q4 		– Sell
-367
Closed -$79.2K – 87
2025
Q3 		$79.2K Buy
+367
New +$82.7K 0.05% 104
2025
Q1 		– Sell
-277
Closed -$49K – 113
2024
Q4 		$49K Buy
+277
New +$43.5K 0.04% 120

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Life Planners's BA Position: Q2 2026 in Review

Financial Life Planners held its Boeing (BA) position steady in Q2 2026 at 367 shares worth $79.4K. The position accounts for 0.05% of the portfolio, ranked #99.

Financial Life Planners first reported a position in BA in Q4 2024 and has held it in 4 quarters since. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Financial Life Planners held 367 shares of Boeing worth $79.4K as of Q2 2026.
  • Financial Life Planners left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.05% of Financial Life Planners's portfolio in Q2 2026, its #99 holding.
  • Financial Life Planners first reported a position in Boeing in Q4 2024 and has held it in 4 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.