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 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	$79.7K	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

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

GoalVest Advisory's BA Position: Q2 2026 in Review

GoalVest Advisory held its Boeing (BA) position steady in Q2 2026 at 232 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #205.

GoalVest Advisory first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $677K in Q2 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

GoalVest Advisory held 232 shares of Boeing worth $50.2K as of Q2 2026.
GoalVest Advisory left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #205 holding.
GoalVest Advisory first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Boeing position peaked at $677K in Q2 2021.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.