Quantum Financial Planning Services’s Boeing BA Stock Holding History

Quantum Financial Planning 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	$305K	Buy	1,641 +442	+37%	+$94.8K	0.08%	42
2026 Q2	$259K	Sell	1,199 -396	-25%	-$88.1K	0.08%	50
2026 Q1	$317K	Hold	1,595	–	–	0.11%	39
2025 Q4	$346K	Sell	1,595 -119	-7%	-$24.5K	0.13%	37
2025 Q3	$370K	Hold	1,714	–	–	0.15%	29
2025 Q2	$359K	Hold	1,714	–	–	0.17%	27
2025 Q1	$292K	Sell	1,714 -12	-0.7%	-$2.08K	0.16%	28
2024 Q4	$306K	Buy	+1,726	New	+$271K	0.17%	27

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Quantum Financial Planning Services's BA Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Boeing (BA) stake by 37% in Q3 2026, buying an estimated $94.8K and bringing the position to 1,641 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #42.

Quantum Financial Planning Services first reported a position in BA in Q4 2024 and has held it in 8 quarters since. The position peaked at $370K in Q3 2025. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Quantum Financial Planning Services held 1,641 shares of Boeing worth $305K as of Q3 2026.
Quantum Financial Planning Services bought 442 Boeing shares in Q3 2026, an estimated $94.8K.
Boeing made up 0.08% of Quantum Financial Planning Services's portfolio in Q3 2026, its #42 holding.
Quantum Financial Planning Services first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
Quantum Financial Planning Services's Boeing position peaked at $370K in Q3 2025.
555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.