Jeppson Wealth Management’s Boeing BA Stock Holding History

Jeppson Wealth Management’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 Q1	$1.08M	Sell	5,421 -5	-0.1%	-$1.14K	0.34%	69
2025 Q4	$1.18M	Sell	5,426 -40	-0.7%	-$8.23K	0.37%	64
2025 Q3	$1.18M	Sell	5,466 -24	-0.4%	-$5.41K	0.38%	65
2025 Q2	$1.15M	Buy	5,490 +110	+2%	+$20.8K	0.4%	66
2025 Q1	$917K	Sell	5,380 -9	-0.2%	-$1.56K	0.34%	78
2024 Q4	$954K	Buy	5,389 +21	+0.4%	+$3.3K	0.35%	76
2024 Q3	$816K	Sell	5,368 -461	-8%	-$79K	0.29%	82
2024 Q2	$1.06M	Buy	5,829 +449	+8%	+$80K	0.4%	67
2024 Q1	$1.04M	Buy	5,380 +626	+13%	+$129K	0.4%	66
2023 Q4	$1.24M	Sell	4,754 -38	-0.8%	-$8.13K	0.51%	55
2023 Q3	$918K	Sell	4,792 -14	-0.3%	-$3.06K	0.42%	64
2023 Q2	$1.01M	Sell	4,806 -325	-6%	-$67.5K	0.44%	63
2023 Q1	$1.09M	Sell	5,131 -57	-1%	-$11.8K	0.47%	53
2022 Q4	$988K	Sell	5,188 -381	-7%	-$62.3K	0.42%	57
2022 Q3	$674K	Sell	5,569 -378	-6%	-$58K	0.31%	73
2022 Q2	$813K	Buy	5,947 +726	+14%	+$107K	0.35%	68
2022 Q1	$999K	Buy	5,221 +53	+1%	+$10.6K	0.47%	53
2021 Q4	$1.04M	Buy	5,168 +83	+2%	+$17.5K	0.5%	51
2021 Q3	$1.12M	Buy	5,085 +40	+0.8%	+$8.92K	0.58%	41
2021 Q2	$1.21M	Hold	5,045	–	–	0.66%	39
2021 Q1	$1.28M	Sell	5,045 -72	-1%	-$16K	0.76%	30
2020 Q4	$1.09M	Sell	5,117 -64	-1%	-$12.3K	0.73%	31
2020 Q3	$856K	Buy	+5,181	New	+$883K	0.67%	37

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jeppson Wealth Management's BA Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Boeing (BA) stake by 0.09% in Q1 2026, selling an estimated $1.14K and leaving 5,421 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #69.

Jeppson Wealth Management first reported a position in BA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q1 2021. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Jeppson Wealth Management held 5,421 shares of Boeing worth $1.08M as of Q1 2026.
Jeppson Wealth Management sold 5 Boeing shares in Q1 2026, an estimated $1.14K.
Boeing made up 0.34% of Jeppson Wealth Management's portfolio in Q1 2026, its #69 holding.
Jeppson Wealth Management first reported a position in Boeing in Q3 2020 and has held it in 23 quarters since.
Jeppson Wealth Management's Boeing position peaked at $1.28M in Q1 2021.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.