Jeppson Wealth Management
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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
Q3 		$1.01M Sell
5,414
-2
-0% -$429 0.29% 78
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 		$1.1M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jeppson Wealth Management's BA Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Boeing (BA) stake by 0.04% in Q3 2026, selling an estimated $429 and leaving 5,414 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #78.

Jeppson Wealth Management first reported a position in BA in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.28M in Q1 2021. 686 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Jeppson Wealth Management held 5,414 shares of Boeing worth $1.01M as of Q3 2026.
  • Jeppson Wealth Management sold 2 Boeing shares in Q3 2026, an estimated $429.
  • Boeing made up 0.29% of Jeppson Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Jeppson Wealth Management first reported a position in Boeing in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Boeing position peaked at $1.28M in Q1 2021.
  • 686 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.