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MOKAN Wealth Management’s Boeing BA Stock Holding History

MOKAN Wealth Management’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 		$256K Hold
1,182
– – 0.1% 88
2026
Q1 		$235K Hold
1,182
– – 0.1% 106
2025
Q4 		$257K Buy
1,182
+25
+2% +$5.14K 0.11% 96
2025
Q3 		$250K Hold
1,157
– – 0.13% 82
2025
Q2 		$242K Buy
+1,157
New +$219K 0.14% 78
2025
Q1 		– Sell
-1,257
Closed -$222K – 76
2024
Q4 		$222K Buy
+1,257
New +$197K 0.14% 72

Other funds holding BA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

MOKAN Wealth Management's BA Position: Q2 2026 in Review

MOKAN Wealth Management held its Boeing (BA) position steady in Q2 2026 at 1,182 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #88.

MOKAN Wealth Management first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2025. 1,260 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • MOKAN Wealth Management held 1,182 shares of Boeing worth $256K as of Q2 2026.
  • MOKAN Wealth Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.1% of MOKAN Wealth Management's portfolio in Q2 2026, its #88 holding.
  • MOKAN Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • MOKAN Wealth Management's Boeing position peaked at $257K in Q4 2025.
  • 1,260 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.