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Journey Retirement Planning & Investment Management’s Boeing BA Stock Holding History

Journey Retirement Planning & Investment 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 		$2.16M Sell
9,993
-458
-4% -$102K 1.69% 11
2026
Q1 		$2.08M Sell
10,451
-29,421
-74% -$6.7M 1.83% 12
2025
Q4 		$8.66M Buy
+39,872
New +$8.2M 1.78% 13

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Journey Retirement Planning & Investment Management's BA Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Boeing (BA) stake by 4.4% in Q2 2026, selling an estimated $102K and leaving 9,993 shares worth $2.16M. The position accounts for 1.69% of the portfolio, ranked #11.

Journey Retirement Planning & Investment Management first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.66M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,993 shares of Boeing worth $2.16M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 458 Boeing shares in Q2 2026, an estimated $102K.
  • Boeing made up 1.69% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #11 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Boeing position peaked at $8.66M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.