Level Financial Advisors’s Boeing BA Stock Holding History

Level Financial Advisors’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	–	Sell	-1,074	Closed	-$214K	–	96
2026 Q1	$214K	Sell	1,074 -8	-0.7%	-$1.82K	0.05%	89
2025 Q4	$235K	Hold	1,082	–	–	0.06%	89
2025 Q3	$234K	Hold	1,082	–	–	0.07%	92
2025 Q2	$227K	Buy	+1,082	New	+$204K	0.07%	86
2024 Q1	–	Sell	-264	Closed	-$68.8K	–	91
2023 Q4	$68.8K	Hold	264	–	–	0.03%	99
2023 Q3	$50.6K	Hold	264	–	–	0.03%	108
2023 Q2	$55.7K	Hold	264	–	–	0.03%	106
2023 Q1	$56.1K	Hold	264	–	–	0.03%	94
2022 Q4	$50K	Hold	264	–	–	0.03%	97
2022 Q3	$32K	Hold	264	–	–	0.02%	116
2022 Q2	$36K	Hold	264	–	–	0.03%	122
2022 Q1	$51K	Hold	264	–	–	0.04%	84
2021 Q4	$53K	Buy	+264	New	+$55.8K	0.04%	90

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Level Financial Advisors's BA Position: Q2 2026 in Review

Level Financial Advisors sold out of Boeing (BA) in Q2 2026, closing a stake of 1,074 shares — an estimated $214K sold.

Level Financial Advisors first reported a position in BA in Q4 2021 and held it in 13 quarters. The position peaked at $235K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Level Financial Advisors reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Level Financial Advisors sold 1,074 Boeing shares in Q2 2026, an estimated $214K.
Level Financial Advisors first reported a position in Boeing in Q4 2021 and held it in 13 quarters.
Level Financial Advisors's Boeing position peaked at $235K in Q4 2025.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.