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Keener Financial Planning’s Boeing BA Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-200
Closed -$43K – 75
2025
Q3 		$43K Hold
200
– – 0.02% 109
2025
Q2 		$41K Buy
+200
New +$37.8K 0.02% 110
2025
Q1 		– Sell
-200
Closed -$35K – 174
2024
Q4 		$35K Hold
200
– – 0.02% 103
2024
Q3 		$30K Hold
200
– – 0.02% 99
2024
Q2 		$36K Hold
200
– – 0.02% 102
2024
Q1 		$39K Hold
200
– – 0.03% 103
2023
Q4 		$52K Buy
+200
New +$42.8K 0.04% 93

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keener Financial Planning's BA Position: Q4 2025 in Review

Keener Financial Planning sold out of Boeing (BA) in Q4 2025, closing a stake of 200 shares — an estimated $43K sold.

Keener Financial Planning first reported a position in BA in Q4 2023 and held it in 7 quarters. The position peaked at $52K in Q4 2023. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Keener Financial Planning reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 200 Boeing shares in Q4 2025, an estimated $43K.
  • Keener Financial Planning first reported a position in Boeing in Q4 2023 and held it in 7 quarters.
  • Keener Financial Planning's Boeing position peaked at $52K in Q4 2023.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.