LifeSteps Financial’s Boeing BA Stock Holding History

LifeSteps Financial’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	$225K	Hold	1,039	–	–	0.1%	92
2026 Q1	$207K	Sell	1,039 -12	-1%	-$2.73K	0.13%	92
2025 Q4	$228K	Hold	1,051	–	–	0.15%	82
2025 Q3	$227K	Buy	+1,051	New	+$237K	0.15%	85
2024 Q2	–	Sell	-986	Closed	-$190K	–	110
2024 Q1	$190K	Buy	986 +100	+11%	+$20.5K	0.14%	84
2023 Q4	$231K	Buy	+886	New	+$189K	0.2%	71
2021 Q3	–	Sell	-873	Closed	-$209K	–	82
2021 Q2	$209K	Sell	873 -285	-25%	-$68.9K	0.16%	83
2021 Q1	$295K	Buy	1,158 +75	+7%	+$16.7K	0.25%	68
2020 Q4	$232K	Buy	+1,083	New	+$208K	0.21%	79
2020 Q3	–	Sell	-1,183	Closed	-$217K	–	79
2020 Q2	$217K	Buy	+1,183	New	+$182K	0.25%	68
2020 Q1	–	Sell	-843	Closed	-$275K	–	77
2019 Q4	$275K	Buy	+843	New	+$298K	0.26%	73

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

LifeSteps Financial's BA Position: Q2 2026 in Review

LifeSteps Financial held its Boeing (BA) position steady in Q2 2026 at 1,039 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #92.

LifeSteps Financial first reported a position in BA in Q4 2019 and has held it in 11 quarters since. The position peaked at $295K in Q1 2021. 1,109 funds tracked by Wall St. Rank hold BA as of Q2 2026.

LifeSteps Financial held 1,039 shares of Boeing worth $225K as of Q2 2026.
LifeSteps Financial left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.1% of LifeSteps Financial's portfolio in Q2 2026, its #92 holding.
LifeSteps Financial first reported a position in Boeing in Q4 2019 and has held it in 11 quarters since.
LifeSteps Financial's Boeing position peaked at $295K in Q1 2021.
1,109 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.