Professional Advisory Services’s Boeing BA Stock Holding History

Professional Advisory 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 Q3	$688K	Hold	3,697	–	–	0.08%	53
2026 Q2	$800K	Hold	3,697	–	–	0.1%	52
2026 Q1	$736K	Hold	3,697	–	–	0.1%	48
2025 Q4	$803K	Hold	3,697	–	–	0.1%	49
2025 Q3	$798K	Hold	3,697	–	–	0.1%	49
2025 Q2	$775K	Hold	3,697	–	–	0.11%	46
2025 Q1	$631K	Hold	3,697	–	–	0.09%	51
2024 Q4	$654K	Hold	3,697	–	–	0.09%	46
2024 Q3	$562K	Hold	3,697	–	–	0.07%	53
2024 Q2	$673K	Hold	3,697	–	–	0.09%	45
2024 Q1	$713K	Hold	3,697	–	–	0.1%	43
2023 Q4	$964K	Hold	3,697	–	–	0.14%	38
2023 Q3	$709K	Hold	3,697	–	–	0.12%	40
2023 Q2	$781K	Hold	3,697	–	–	0.12%	41
2023 Q1	$785K	Hold	3,697	–	–	0.12%	42
2022 Q4	$704K	Sell	3,697 -35	-0.9%	-$5.72K	0.11%	44
2022 Q3	$452K	Buy	3,732 +100	+3%	+$15.3K	0.08%	49
2022 Q2	$497K	Hold	3,632	–	–	0.08%	48
2022 Q1	$696K	Hold	3,632	–	–	0.1%	40
2021 Q4	$731K	Hold	3,632	–	–	0.1%	40
2021 Q3	$799K	Hold	3,632	–	–	0.12%	37
2021 Q2	$870K	Hold	3,632	–	–	0.13%	37
2021 Q1	$925K	Hold	3,632	–	–	0.14%	37
2020 Q4	$777K	Hold	3,632	–	–	0.12%	37
2020 Q3	$600K	Hold	3,632	–	–	0.11%	41
2020 Q2	$666K	Sell	3,632 -18	-0.5%	-$2.77K	0.13%	37
2020 Q1	$544K	Buy	3,650 +20	+0.6%	+$5.47K	0.13%	38
2019 Q4	$1.18M	Hold	3,630	–	–	0.21%	38
2019 Q3	$1.38M	Buy	3,630 +40	+1%	+$14.3K	0.26%	36
2019 Q2	$1.31M	Hold	3,590	–	–	0.25%	35
2019 Q1	$1.37M	Hold	3,590	–	–	0.28%	35
2018 Q4	$1.16M	Buy	3,590 +20	+0.6%	+$6.91K	0.26%	36
2018 Q3	$1.33M	Buy	3,570 +10	+0.3%	+$3.51K	0.26%	35
2018 Q2	$1.19M	Buy	3,560 +10	+0.3%	+$3.44K	0.25%	34
2018 Q1	$1.16M	Hold	3,550	–	–	0.25%	35
2017 Q4	$1.05M	Hold	3,550	–	–	0.22%	36
2017 Q3	$902K	Hold	3,550	–	–	0.19%	37
2017 Q2	$702K	Hold	3,550	–	–	0.15%	37
2017 Q1	$628K	Hold	3,550	–	–	0.14%	38
2016 Q4	$553K	Hold	3,550	–	–	0.13%	39
2016 Q3	$468K	Hold	3,550	–	–	0.11%	39
2016 Q2	$461K	Hold	3,550	–	–	0.11%	41
2016 Q1	$451K	Hold	3,550	–	–	0.11%	41
2015 Q4	$513K	Hold	3,550	–	–	0.12%	39
2015 Q3	$465K	Hold	3,550	–	–	0.12%	40
2015 Q2	$492K	Hold	3,550	–	–	0.12%	37
2015 Q1	$533K	Hold	3,550	–	–	0.13%	36
2014 Q4	$461K	Hold	3,550	–	–	0.11%	39
2014 Q3	$452K	Hold	3,550	–	–	0.11%	42
2014 Q2	$452K	Hold	3,550	–	–	0.11%	42
2014 Q1	$445K	Hold	3,550	–	–	0.11%	40
2013 Q4	$485K	Hold	3,550	–	–	0.13%	34
2013 Q3	$417K	Hold	3,550	–	–	0.12%	35
2013 Q2	$352K	Buy	+3,550	New	+$337K	0.11%	37

Other funds holding BA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Professional Advisory Services's BA Position: Q3 2026 in Review

Professional Advisory Services held its Boeing (BA) position steady in Q3 2026 at 3,697 shares worth $688K. The position accounts for 0.08% of the portfolio, ranked #53.

Professional Advisory Services first reported a position in BA in Q2 2013 and has held it in 54 quarters since. The position peaked at $1.38M in Q3 2019. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Professional Advisory Services held 3,697 shares of Boeing worth $688K as of Q3 2026.
Professional Advisory Services left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.08% of Professional Advisory Services's portfolio in Q3 2026, its #53 holding.
Professional Advisory Services first reported a position in Boeing in Q2 2013 and has held it in 54 quarters since.
Professional Advisory Services's Boeing position peaked at $1.38M in Q3 2019.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.