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PDS Planning’s Boeing BA Stock Holding History

PDS 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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PDS Planning's BA Position: Q1 2026 in Review

PDS Planning reduced its Boeing (BA) stake by 1.1% in Q1 2026, selling an estimated $11.4K and leaving 4,682 shares worth $932K. The position accounts for 0.06% of the portfolio, ranked #150.

PDS Planning first reported a position in BA in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.03M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • PDS Planning held 4,682 shares of Boeing worth $932K as of Q1 2026.
  • PDS Planning sold 50 Boeing shares in Q1 2026, an estimated $11.4K.
  • Boeing made up 0.06% of PDS Planning's portfolio in Q1 2026, its #150 holding.
  • PDS Planning first reported a position in Boeing in Q2 2018 and has held it in 28 quarters since.
  • PDS Planning's Boeing position peaked at $1.03M in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.