Investments & Financial Planning LLC’s Boeing BA Stock Holding History

Investments & Financial Planning LLC’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	$229K	Hold	1,056	–	–	0.11%	36
2026 Q1	$210K	Sell	1,056 -135	-11%	-$30.7K	0.11%	35
2025 Q4	$259K	Hold	1,191	–	–	0.14%	31
2025 Q3	$257K	Hold	1,191	–	–	0.14%	32
2025 Q2	$250K	Hold	1,191	–	–	0.14%	32
2025 Q1	$203K	Hold	1,191	–	–	0.13%	34
2024 Q4	$211K	Buy	+1,191	New	+$187K	0.13%	33
2024 Q3	–	Sell	-1,141	Closed	-$208K	–	34
2024 Q2	$208K	Buy	+1,141	New	+$203K	0.14%	33
2023 Q2	–	Sell	-1,051	Closed	-$223K	–	36
2023 Q1	$223K	Hold	1,051	–	–	0.2%	33
2022 Q4	$200K	Buy	+1,051	New	+$172K	0.2%	36
2022 Q2	–	Sell	-1,166	Closed	-$223K	–	35
2022 Q1	$223K	Hold	1,166	–	–	0.19%	32
2021 Q4	$255K	Buy	+1,166	New	+$246K	0.23%	30

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

Investments & Financial Planning LLC's BA Position: Q2 2026 in Review

Investments & Financial Planning LLC held its Boeing (BA) position steady in Q2 2026 at 1,056 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #36.

Investments & Financial Planning LLC first reported a position in BA in Q4 2021 and has held it in 12 quarters since. The position peaked at $259K in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Investments & Financial Planning LLC held 1,056 shares of Boeing worth $229K as of Q2 2026.
Investments & Financial Planning LLC left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.11% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #36 holding.
Investments & Financial Planning LLC first reported a position in Boeing in Q4 2021 and has held it in 12 quarters since.
Investments & Financial Planning LLC's Boeing position peaked at $259K in Q4 2025.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.