Global Financial Private Client’s Boeing BA Stock Holding History

Global Financial Private Client’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 Q3	$950K	Buy	5,104 +191	+4%	+$41K	0.26%	105
2026 Q2	$1.06M	Buy	4,913 +439	+10%	+$97.7K	0.29%	105
2026 Q1	$890K	Buy	4,474 +449	+11%	+$102K	0.29%	105
2025 Q4	$874K	Buy	4,025 +44	+1%	+$9.05K	0.31%	97
2025 Q3	$859K	Sell	3,981 -4	-0.1%	-$902	0.31%	98
2025 Q2	$835K	Buy	3,985 +141	+4%	+$26.6K	0.31%	87
2025 Q1	$656K	Buy	3,844 +47	+1%	+$8.14K	0.25%	106
2024 Q4	$672K	Sell	3,797 -152	-4%	-$23.9K	0.25%	108
2024 Q3	$601K	Buy	3,949 +47	+1%	+$8.06K	0.23%	112
2024 Q2	$710K	Buy	3,902 +1,460	+60%	+$260K	0.3%	94
2024 Q1	$463K	Sell	2,442 -1,213	-33%	-$249K	0.2%	125
2023 Q4	$953K	Buy	3,655 +234	+7%	+$50K	0.45%	61
2023 Q3	$643K	Sell	3,421 -9	-0.3%	-$1.97K	0.33%	77
2023 Q2	$724K	Buy	3,430 +160	+5%	+$33.2K	0.36%	69
2023 Q1	$705K	Sell	3,270 -64	-2%	-$13.3K	0.36%	64
2022 Q4	$635K	Buy	3,334 +435	+15%	+$71.2K	0.36%	71
2022 Q3	$366K	Buy	2,899 +1,571	+118%	+$241K	0.21%	105
2022 Q2	$186K	Sell	1,328 -3,891	-75%	-$574K	0.1%	139
2022 Q1	$996K	Buy	5,219 +209	+4%	+$42K	0.48%	50
2021 Q4	$1.01M	Buy	5,010 +180	+4%	+$38K	0.49%	48
2021 Q3	$1.09M	Sell	4,830 -279	-5%	-$62.2K	0.56%	43
2021 Q2	$1.22M	Buy	5,109 +895	+21%	+$216K	0.68%	35
2021 Q1	$1.07M	Buy	4,214 +569	+16%	+$126K	0.76%	26
2020 Q4	$780K	Buy	3,645 +156	+4%	+$30K	0.62%	36
2020 Q3	$586K	Sell	3,489 -43	-1%	-$7.33K	0.51%	42
2020 Q2	$637K	Buy	3,532 +168	+5%	+$25.8K	0.55%	43
2020 Q1	$440K	Buy	3,364 +954	+40%	+$261K	0.47%	56
2019 Q4	$785K	Buy	+2,410	New	+$853K	0.66%	31

Other funds holding BA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Global Financial Private Client's BA Position: Q3 2026 in Review

Global Financial Private Client increased its Boeing (BA) stake by 3.9% in Q3 2026, buying an estimated $41K and bringing the position to 5,104 shares worth $950K. The position accounts for 0.26% of the portfolio, ranked #105.

Global Financial Private Client first reported a position in BA in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.22M in Q2 2021. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Global Financial Private Client held 5,104 shares of Boeing worth $950K as of Q3 2026.
Global Financial Private Client bought 191 Boeing shares in Q3 2026, an estimated $41K.
Boeing made up 0.26% of Global Financial Private Client's portfolio in Q3 2026, its #105 holding.
Global Financial Private Client first reported a position in Boeing in Q4 2019 and has held it in 28 quarters since.
Global Financial Private Client's Boeing position peaked at $1.22M in Q2 2021.
1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.