Financial Perspectives’s Boeing BA Stock Holding History

Financial Perspectives’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	$209K	Hold	964	–	–	0.05%	168
2026 Q1	$192K	Buy	964 +500	+108%	+$114K	0.05%	167
2025 Q4	$101K	Hold	464	–	–	0.03%	228
2025 Q3	$100K	Hold	464	–	–	0.03%	236
2025 Q2	$97.2K	Hold	464	–	–	0.03%	225
2025 Q1	$79.1K	Hold	464	–	–	0.03%	242
2024 Q4	$82.1K	Hold	464	–	–	0.03%	246
2024 Q3	$70.5K	Hold	464	–	–	0.02%	251
2024 Q2	$84.5K	Hold	464	–	–	0.03%	218
2024 Q1	$89.5K	Buy	464 +288	+164%	+$59.2K	0.03%	215
2023 Q4	$45.9K	Hold	176	–	–	0.02%	279
2023 Q3	$33.7K	Hold	176	–	–	0.02%	297
2023 Q2	$37.2K	Hold	176	–	–	0.02%	289
2023 Q1	$37.4K	Sell	176 -107	-38%	-$22.2K	0.02%	287
2022 Q4	$54K	Hold	283	–	–	0.03%	239
2022 Q3	$34.3K	Sell	283 -50	-15%	-$7.67K	0.02%	277
2022 Q2	$45.6K	Hold	333	–	–	0.03%	244
2022 Q1	$63.9K	Buy	333 +50	+18%	+$10K	0.03%	231
2021 Q4	$57.1K	Sell	283 -231	-45%	-$48.8K	0.03%	227
2021 Q3	$113K	Hold	514	–	–	0.06%	165
2021 Q2	$123K	Buy	514 +22	+4%	+$5.32K	0.06%	167
2021 Q1	$125K	Hold	492	–	–	0.07%	158
2020 Q4	$105K	Sell	492 -57	-10%	-$11K	0.06%	163
2020 Q3	$90.8K	Hold	549	–	–	0.06%	153
2020 Q2	$101K	Hold	549	–	–	0.07%	139
2020 Q1	$81.9K	Buy	549 +330	+151%	+$90.3K	0.07%	128
2019 Q4	$71.5K	Buy	+219	New	+$77.5K	0.05%	148

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 Perspectives's BA Position: Q2 2026 in Review

Financial Perspectives held its Boeing (BA) position steady in Q2 2026 at 964 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #168.

Financial Perspectives first reported a position in BA in Q4 2019 and has held it in 27 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Financial Perspectives held 964 shares of Boeing worth $209K as of Q2 2026.
Financial Perspectives left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #168 holding.
Financial Perspectives first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.