PDS Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Buy |
5,112
+430
| +9% | +$95.7K | 0.06% | 146 |
|
|
2026
Q1 | $932K | Sell |
4,682
-50
| -1% | -$11.4K | 0.06% | 150 |
|
|
2025
Q4 | $1.03M | Buy |
4,732
+747
| +19% | +$154K | 0.07% | 137 |
|
|
2025
Q3 | $860K | Buy |
3,985
+302
| +8% | +$68.1K | 0.06% | 152 |
|
|
2025
Q2 | $772K | Buy |
3,683
+10
| +0.3% | +$1.89K | 0.06% | 164 |
|
|
2025
Q1 | $626K | Buy |
3,673
+664
| +22% | +$115K | 0.05% | 175 |
|
|
2024
Q4 | $533K | Buy |
3,009
+198
| +7% | +$31.1K | 0.05% | 173 |
|
|
2024
Q3 | $427K | Sell |
2,811
-105
| -4% | -$18K | 0.04% | 221 |
|
|
2024
Q2 | $531K | Buy |
2,916
+171
| +6% | +$30.5K | 0.05% | 164 |
|
|
2024
Q1 | $530K | Sell |
2,745
-17
| -0.6% | -$3.49K | 0.06% | 152 |
|
|
2023
Q4 | $720K | Buy |
2,762
+177
| +7% | +$37.9K | 0.08% | 99 |
|
|
2023
Q3 | $495K | Sell |
2,585
-4
| -0.2% | -$875 | 0.06% | 132 |
|
|
2023
Q2 | $547K | Buy |
2,589
+180
| +7% | +$37.4K | 0.07% | 121 |
|
|
2023
Q1 | $512K | Buy |
2,409
+548
| +29% | +$114K | 0.07% | 120 |
|
|
2022
Q4 | $355K | Buy |
1,861
+76
| +4% | +$12.4K | 0.06% | 132 |
|
|
2022
Q3 | $216K | Buy |
1,785
+266
| +18% | +$40.8K | 0.04% | 169 |
|
|
2022
Q2 | $208K | Buy |
1,519
+30
| +2% | +$4.42K | 0.04% | 184 |
|
|
2022
Q1 | $285K | Buy |
1,489
+83
| +6% | +$16.7K | 0.05% | 153 |
|
|
2021
Q4 | $283K | Sell |
1,406
-301
| -18% | -$63.6K | 0.05% | 146 |
|
|
2021
Q3 | $375K | Buy |
1,707
+109
| +7% | +$24.3K | 0.09% | 111 |
|
|
2021
Q2 | $383K | Buy |
1,598
+78
| +5% | +$18.9K | 0.09% | 107 |
|
|
2021
Q1 | $387K | Buy |
1,520
+59
| +4% | +$13.1K | 0.11% | 94 |
|
|
2020
Q4 | $313K | Buy |
+1,461
| New | +$281K | 0.11% | 102 |
|
|
2019
Q4 | – | Sell |
-624
| Closed | -$237K | – | 106 |
|
|
2019
Q3 | $237K | Buy |
624
+1
| +0.2% | +$357 | 0.16% | 80 |
|
|
2019
Q2 | $227K | Buy |
623
+36
| +6% | +$13.1K | 0.17% | 75 |
|
|
2019
Q1 | $224K | Sell |
587
-85
| -13% | -$32.7K | 0.17% | 74 |
|
|
2018
Q4 | $217K | Sell |
672
-3
| -0.4% | -$1.04K | 0.19% | 71 |
|
|
2018
Q3 | $251K | Buy |
675
+42
| +7% | +$14.8K | 0.21% | 62 |
|
|
2018
Q2 | $212K | Buy |
+633
| New | +$218K | 0.21% | 61 |
|
Other funds holding BA
PDS Planning's BA Position: Q2 2026 in Review
PDS Planning increased its Boeing (BA) stake by 9.2% in Q2 2026, buying an estimated $95.7K and bringing the position to 5,112 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #146.
PDS Planning first reported a position in BA in Q2 2018 and has held it in 29 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- PDS Planning held 5,112 shares of Boeing worth $1.11M as of Q2 2026.
- PDS Planning bought 430 Boeing shares in Q2 2026, an estimated $95.7K.
- Boeing made up 0.06% of PDS Planning's portfolio in Q2 2026, its #146 holding.
- PDS Planning first reported a position in Boeing in Q2 2018 and has held it in 29 quarters since.
- 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.