Mark Sheptoff Financial Planning’s Boeing BA Stock Holding History

Mark Sheptoff 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
2026 Q1	–	Sell	-476	Closed	-$86.9K	–	516
2025 Q4	$86.9K	Hold	476	–	–	0.04%	156
2025 Q3	$86.9K	Hold	476	–	–	0.04%	155
2025 Q2	$86.9K	Hold	476	–	–	0.05%	140
2025 Q1	$86.9K	Hold	476	–	–	0.05%	129
2024 Q4	$86.9K	Hold	476	–	–	0.05%	135
2024 Q3	$86.9K	Hold	476	–	–	0.05%	137
2024 Q2	$86.9K	Hold	476	–	–	0.05%	147
2024 Q1	$86.9K	Hold	476	–	–	0.05%	142
2023 Q4	$86.9K	Hold	476	–	–	0.05%	128
2023 Q3	$86.9K	Hold	476	–	–	0.06%	118
2023 Q2	$86.9K	Hold	476	–	–	0.05%	123
2023 Q1	$86.9K	Hold	476	–	–	0.05%	124
2022 Q4	$86.9K	Hold	476	–	–	0.05%	123
2022 Q3	$87K	Hold	476	–	–	0.05%	114
2022 Q2	$87K	Sell	476 -200	-30%	-$29.5K	0.05%	125
2022 Q1	$129K	Buy	676 +200	+42%	+$40.1K	0.06%	123
2021 Q4	$93K	Sell	476 -50	-10%	-$10.6K	0.04%	141
2021 Q3	$116K	Hold	526	–	–	0.06%	129
2021 Q2	$126K	Hold	526	–	–	0.07%	127
2021 Q1	$134K	Sell	526 -160	-23%	-$35.6K	0.08%	117
2020 Q4	$147K	Buy	686 +160	+30%	+$30.8K	0.08%	115
2020 Q3	$87K	Hold	526	–	–	0.05%	123
2020 Q2	$96K	Hold	526	–	–	0.06%	117
2020 Q1	$79K	Sell	526 -64	-11%	-$17.5K	0.06%	111
2019 Q4	$192K	Sell	590 -169	-22%	-$59.8K	0.12%	95
2019 Q3	$289K	Sell	759 -129	-15%	-$46.1K	0.19%	75
2019 Q2	$323K	Buy	888 +50	+6%	+$18.2K	0.22%	74
2019 Q1	$319K	Buy	838 +131	+19%	+$50.4K	0.23%	74
2018 Q4	$228K	Buy	707 +1	+0.1%	+$345	0.19%	76
2018 Q3	$263K	Sell	706 -114	-14%	-$40K	0.18%	89
2018 Q2	$275K	Buy	820 +10	+1%	+$3.44K	0.2%	86
2018 Q1	$266K	Buy	810 +155	+24%	+$52.4K	0.18%	89
2017 Q4	$193K	Buy	655 +51	+8%	+$13.8K	0.13%	103
2017 Q3	$154K	Hold	604	–	–	0.1%	122
2017 Q2	$119K	Buy	604 +1	+0.2%	+$186	0.08%	130
2017 Q1	$107K	Buy	603 +1	+0.2%	+$170	0.08%	139
2016 Q4	$94K	Buy	602 +1	+0.2%	+$146	0.07%	141
2016 Q3	$79K	Buy	601 +1	+0.2%	+$132	0.06%	138
2016 Q2	$78K	Sell	600 -6,679	-92%	-$871K	0.06%	135
2016 Q1	$924K	Sell	7,279 -486	-6%	-$60.3K	0.75%	35
2015 Q4	$1.12M	Buy	7,765 +1,424	+22%	+$205K	0.91%	29
2015 Q3	$830K	Sell	6,341 -2,231	-26%	-$309K	0.73%	37
2015 Q2	$1.19M	Buy	8,572 +608	+8%	+$88.7K	0.96%	30
2015 Q1	$1.2M	Buy	7,964 +3,052	+62%	+$444K	1%	31
2014 Q4	$639K	Buy	4,912 +3,200	+187%	+$406K	0.57%	52
2014 Q3	$218K	Buy	1,712 +1,175	+219%	+$148K	0.19%	99
2014 Q2	$68K	Buy	537 +1	+0.2%	+$131	0.06%	160
2014 Q1	$67K	Buy	+536	New	+$69.8K	0.06%	160

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's BA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Boeing (BA) in Q1 2026, closing a stake of 476 shares — an estimated $86.9K sold.

Mark Sheptoff Financial Planning first reported a position in BA in Q1 2014 and held it in 48 quarters. The position peaked at $1.2M in Q1 2015. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 476 Boeing shares in Q1 2026, an estimated $86.9K.
Mark Sheptoff Financial Planning first reported a position in Boeing in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's Boeing position peaked at $1.2M in Q1 2015.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.