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Financial Plan Inc’s Boeing BA Stock Holding History

Financial Plan Inc’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 		$693K Sell
3,481
-63
-2% -$14.3K 0.07% 55
2025
Q4 		$769K Buy
+3,544
New +$729K 0.09% 53

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Plan Inc's BA Position: Q1 2026 in Review

Financial Plan Inc reduced its Boeing (BA) stake by 1.8% in Q1 2026, selling an estimated $14.3K and leaving 3,481 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #55.

Financial Plan Inc first reported a position in BA in Q4 2025 and has held it in 2 quarters since. The position peaked at $769K in Q4 2025. 2,516 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Financial Plan Inc held 3,481 shares of Boeing worth $693K as of Q1 2026.
  • Financial Plan Inc sold 63 Boeing shares in Q1 2026, an estimated $14.3K.
  • Boeing made up 0.07% of Financial Plan Inc's portfolio in Q1 2026, its #55 holding.
  • Financial Plan Inc first reported a position in Boeing in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Boeing position peaked at $769K in Q4 2025.
  • 2,516 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.