KFI
BA icon

Key Financial Inc’s Boeing BA Stock Holding History

Key Financial Inc’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 		$441K Buy
2,036
+1,125
+123% +$250K 0.07% 204
2026
Q1 		$181K Buy
911
+100
+12% +$22.8K 0.03% 305
2025
Q4 		$176K Buy
811
+101
+14% +$20.8K 0.03% 307
2025
Q3 		$153K Sell
710
-49
-6% -$11K 0.03% 331
2025
Q2 		$159K Sell
759
-2,916
-79% -$551K 0.03% 312
2025
Q1 		$627K Sell
3,675
-1,478
-29% -$256K 0.14% 130
2024
Q4 		$912K Sell
5,153
-2,848
-36% -$447K 0.21% 91
2024
Q3 		$1.22M Buy
8,001
+3,009
+60% +$516K 0.27% 67
2024
Q2 		$909K Sell
4,992
-3,000
-38% -$535K 0.22% 82
2024
Q1 		$1.54M Hold
7,992
– – 0.39% 52
2023
Q4 		$2.08M Buy
7,992
+3,000
+60% +$642K 0.57% 37
2023
Q3 		$957K Buy
4,992
+15
+0.3% +$3.28K 0.32% 60
2023
Q2 		$1.05M Sell
4,977
-58
-1% -$12K 0.35% 57
2023
Q1 		$1.07M Buy
5,035
+190
+4% +$39.5K 0.39% 51
2022
Q4 		$587K Hold
4,845
– – 0.28% 64
2022
Q3 		$587K Buy
4,845
+4,326
+834% +$663K 0.28% 62
2022
Q2 		$73K Buy
519
+3
+0.6% +$443 0.04% 296
2022
Q1 		$99K Hold
516
– – 0.05% 247
2021
Q4 		$104K Buy
516
+217
+73% +$45.8K 0.05% 227
2021
Q3 		$66K Hold
299
– – 0.04% 299
2021
Q2 		$68K Hold
299
– – 0.04% 298
2021
Q1 		$76K Hold
299
– – 0.05% 219
2020
Q4 		$64K Buy
+299
New +$57.5K 0.05% 221
2020
Q2 		– Sell
-306
Closed -$47K – 136
2020
Q1 		$47K Buy
+306
New +$83.8K 0.05% 222

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

Key Financial Inc's BA Position: Q2 2026 in Review

Key Financial Inc increased its Boeing (BA) stake by 123% in Q2 2026, buying an estimated $250K and bringing the position to 2,036 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #204.

Key Financial Inc first reported a position in BA in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.08M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Key Financial Inc held 2,036 shares of Boeing worth $441K as of Q2 2026.
  • Key Financial Inc bought 1,125 Boeing shares in Q2 2026, an estimated $250K.
  • Boeing made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #204 holding.
  • Key Financial Inc first reported a position in Boeing in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Boeing position peaked at $2.08M in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.