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Oxford Financial Group’s Boeing BA Stock Holding History

Oxford Financial Group’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 		$1.29M Sell
5,982
-8
-0.1% -$1.78K 0.07% 87
2026
Q1 		$1.19M Sell
5,990
-140
-2% -$31.9K 0.06% 88
2025
Q4 		$1.33M Buy
6,130
+642
+12% +$132K 0.07% 70
2025
Q3 		$1.18M Buy
5,488
+130
+2% +$29.3K 0.07% 82
2025
Q2 		$1.12M Buy
5,358
+655
+14% +$124K 0.07% 76
2025
Q1 		$802K Buy
4,703
+704
+18% +$122K 0.06% 94
2024
Q4 		$708K Sell
3,999
-74
-2% -$11.6K 0.05% 110
2024
Q3 		$619K Sell
4,073
-105
-3% -$18K 0.04% 120
2024
Q2 		$760K Buy
4,178
+130
+3% +$23.2K 0.05% 108
2024
Q1 		$781K Sell
4,048
-1,856
-31% -$381K 0.05% 93
2023
Q4 		$1.54M Sell
5,904
-228
-4% -$48.8K 0.11% 63
2023
Q3 		$1.18M Sell
6,132
-79
-1% -$17.3K 0.1% 67
2023
Q2 		$1.31M Buy
6,211
+2,229
+56% +$463K 0.12% 60
2023
Q1 		$846K Buy
3,982
+1,408
+55% +$293K 0.09% 76
2022
Q4 		$490K Buy
2,574
+94
+4% +$15.4K 0.06% 114
2022
Q3 		$300K Sell
2,480
-92
-4% -$14.1K 0.05% 135
2022
Q2 		$352K Buy
2,572
+804
+45% +$119K 0.05% 134
2022
Q1 		$339K Sell
1,768
-207
-10% -$41.5K 0.04% 148
2021
Q4 		$398K Hold
1,975
– – 0.04% 141
2021
Q3 		$434K Buy
1,975
+207
+12% +$46.2K 0.06% 124
2021
Q2 		$424K Buy
1,768
+142
+9% +$34.3K 0.06% 121
2021
Q1 		$414K Sell
1,626
-89
-5% -$19.8K 0.06% 122
2020
Q4 		$367K Hold
1,715
– – 0.05% 130
2020
Q3 		$283K Buy
1,715
+71
+4% +$12.1K 0.05% 133
2020
Q2 		$301K Sell
1,644
-88
-5% -$13.5K 0.05% 123
2020
Q1 		$258K Buy
+1,732
New +$474K 0.05% 131

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

Oxford Financial Group's BA Position: Q2 2026 in Review

Oxford Financial Group reduced its Boeing (BA) stake by 0.13% in Q2 2026, selling an estimated $1.78K and leaving 5,982 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #87.

Oxford Financial Group first reported a position in BA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.54M in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Oxford Financial Group held 5,982 shares of Boeing worth $1.29M as of Q2 2026.
  • Oxford Financial Group sold 8 Boeing shares in Q2 2026, an estimated $1.78K.
  • Boeing made up 0.07% of Oxford Financial Group's portfolio in Q2 2026, its #87 holding.
  • Oxford Financial Group first reported a position in Boeing in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Boeing position peaked at $1.54M in Q4 2023.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.