Planning Center Inc’s Boeing BA Stock Holding History

Planning Center Inc’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	$218K	Hold	1,005	–	–	0.02%	79
2026 Q1	$200K	Buy	+1,005	New	+$229K	0.02%	78
2025 Q4	–	Sell	-998	Closed	-$215K	–	77
2025 Q3	$215K	Hold	998	–	–	0.02%	74
2025 Q2	$209K	Sell	998 -299	-23%	-$56.5K	0.02%	74
2025 Q1	$221K	Buy	1,297 +4	+0.3%	+$692	0.03%	68
2024 Q4	$229K	Buy	+1,293	New	+$203K	0.03%	63
2024 Q3	–	Sell	-1,295	Closed	-$236K	–	74
2024 Q2	$236K	Sell	1,295 -56	-4%	-$9.98K	0.03%	60
2024 Q1	$261K	Hold	1,351	–	–	0.06%	50
2023 Q4	$352K	Buy	1,351 +44	+3%	+$9.41K	0.08%	43
2023 Q3	$251K	Sell	1,307 -65	-5%	-$14.2K	0.07%	53
2023 Q2	$290K	Buy	1,372 +60	+5%	+$12.5K	0.07%	50
2023 Q1	$280K	Buy	1,312 +100	+8%	+$20.8K	0.08%	47
2022 Q4	$231K	Buy	+1,212	New	+$198K	0.07%	61
2022 Q2	–	Sell	-1,200	Closed	-$230K	–	49
2022 Q1	$230K	Hold	1,200	–	–	0.66%	40
2021 Q4	$249K	Buy	+1,200	New	+$254K	0.2%	42

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Planning Center Inc's BA Position: Q2 2026 in Review

Planning Center Inc held its Boeing (BA) position steady in Q2 2026 at 1,005 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #79.

Planning Center Inc first reported a position in BA in Q4 2021 and has held it in 15 quarters since. The position peaked at $352K in Q4 2023. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Planning Center Inc held 1,005 shares of Boeing worth $218K as of Q2 2026.
Planning Center Inc left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #79 holding.
Planning Center Inc first reported a position in Boeing in Q4 2021 and has held it in 15 quarters since.
Planning Center Inc's Boeing position peaked at $352K in Q4 2023.
1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.