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Novak & Powell Financial Services’s Boeing BA Stock Holding History

Novak & Powell Financial Services’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 		$1.28M Sell
5,913
-100
-2% -$22.2K 0.6% 41
2026
Q1 		$1.2M Sell
6,013
-100
-2% -$22.8K 0.64% 39
2025
Q4 		$1.33M Sell
6,113
-3
-0% -$617 0.69% 37
2025
Q3 		$1.32M Buy
6,116
+3
+0% +$676 0.69% 36
2025
Q2 		$1.28M Sell
6,113
-200
-3% -$37.8K 0.89% 22
2025
Q1 		$1.08M Sell
6,313
-450
-7% -$77.9K 0.67% 36
2024
Q4 		$1.2M Hold
6,763
– – 0.71% 34
2024
Q3 		$1.03M Hold
6,763
– – 0.6% 41
2024
Q2 		$1.23M Sell
6,763
-168
-2% -$29.9K 0.76% 36
2024
Q1 		$1.34M Sell
6,931
-192
-3% -$39.5K 1% 25
2023
Q4 		$1.86M Buy
+7,123
New +$1.52M 1.24% 19

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

Novak & Powell Financial Services's BA Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Boeing (BA) stake by 1.7% in Q2 2026, selling an estimated $22.2K and leaving 5,913 shares worth $1.28M. The position accounts for 0.6% of the portfolio, ranked #41.

Novak & Powell Financial Services first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2023. 2,628 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Novak & Powell Financial Services held 5,913 shares of Boeing worth $1.28M as of Q2 2026.
  • Novak & Powell Financial Services sold 100 Boeing shares in Q2 2026, an estimated $22.2K.
  • Boeing made up 0.6% of Novak & Powell Financial Services's portfolio in Q2 2026, its #41 holding.
  • Novak & Powell Financial Services first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's Boeing position peaked at $1.86M in Q4 2023.
  • 2,628 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.