GoalVest Advisory’s Boeing BA Stock Holding History

GoalVest Advisory’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	$99.5K	Buy	535 +303	+131%	+$65K	0.02%	163
2026 Q2	$50.2K	Hold	232	–	–	0.01%	205
2026 Q1	$46.2K	Sell	232 -97	-29%	-$22.1K	0.01%	236
2025 Q4	$71.4K	Sell	329 -137	-29%	-$28.2K	0.01%	207
2025 Q3	$101K	Hold	466	–	–	0.02%	168
2025 Q2	$97.6K	Buy	466 +25	+6%	+$4.72K	0.02%	168
2025 Q1	$75.2K	Sell	441 -9	-2%	-$1.56K	0.02%	157
2024 Q4	$79.6K	Buy	450 +16	+4%	+$2.51K	0.02%	159
2024 Q3	$66K	Hold	434	–	–	0.02%	167
2024 Q2	$79K	Hold	434	–	–	0.03%	149
2024 Q1	$83.8K	Buy	434 +209	+93%	+$42.9K	0.03%	159
2023 Q4	$58.6K	Hold	225	–	–	0.03%	125
2023 Q3	$43.1K	Buy	225 +25	+13%	+$5.47K	0.02%	153
2023 Q2	$42.2K	Hold	200	–	–	0.02%	149
2023 Q1	$42.5K	Hold	200	–	–	0.02%	121
2022 Q4	$38.1K	Hold	200	–	–	0.02%	122
2022 Q3	$24K	Sell	200 -776	-80%	-$119K	0.02%	141
2022 Q2	$134K	Sell	976 -690	-41%	-$102K	0.08%	120
2022 Q1	$319K	Buy	+1,666	New	+$334K	0.18%	101
2021 Q2	$677K	Buy	2,824 +229	+9%	+$55.4K	0.42%	66
2021 Q1	$661K	Buy	2,595 +85	+3%	+$18.9K	0.49%	69
2020 Q4	$537K	Buy	+2,510	New	+$482K	0.45%	66

Other funds holding BA

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

GoalVest Advisory's BA Position: Q3 2026 in Review

GoalVest Advisory increased its Boeing (BA) stake by 131% in Q3 2026, buying an estimated $65K and bringing the position to 535 shares worth $99.5K. The position accounts for 0.02% of the portfolio, ranked #163.

GoalVest Advisory first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $677K in Q2 2021. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

GoalVest Advisory held 535 shares of Boeing worth $99.5K as of Q3 2026.
GoalVest Advisory bought 303 Boeing shares in Q3 2026, an estimated $65K.
Boeing made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #163 holding.
GoalVest Advisory first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's Boeing position peaked at $677K in Q2 2021.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.