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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
Q2 		$807K Buy
3,726
+245
+7% +$54.5K 0.08% 54
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 $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 $3.38T AUM 44.17% 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 Plan Inc's BA Position: Q2 2026 in Review

Financial Plan Inc increased its Boeing (BA) stake by 7% in Q2 2026, buying an estimated $54.5K and bringing the position to 3,726 shares worth $807K. The position accounts for 0.08% of the portfolio, ranked #54.

Financial Plan Inc first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,633 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Financial Plan Inc held 3,726 shares of Boeing worth $807K as of Q2 2026.
  • Financial Plan Inc bought 245 Boeing shares in Q2 2026, an estimated $54.5K.
  • Boeing made up 0.08% of Financial Plan Inc's portfolio in Q2 2026, its #54 holding.
  • Financial Plan Inc first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,633 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.