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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
Q2 		$1.17M Sell
5,416
-5
-0.1% -$1.11K 0.35% 67
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jeppson Wealth Management's BA Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Boeing (BA) stake by 0.09% in Q2 2026, selling an estimated $1.11K and leaving 5,416 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #67.

Jeppson Wealth Management first reported a position in BA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q1 2021. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Jeppson Wealth Management held 5,416 shares of Boeing worth $1.17M as of Q2 2026.
  • Jeppson Wealth Management sold 5 Boeing shares in Q2 2026, an estimated $1.11K.
  • Boeing made up 0.35% of Jeppson Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Jeppson Wealth Management first reported a position in Boeing in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Boeing position peaked at $1.28M in Q1 2021.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.