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 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 $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Quantum Financial Planning Services's BA Position: Q2 2026 in Review

Quantum Financial Planning Services reduced its Boeing (BA) stake by 25% in Q2 2026, selling an estimated $88.1K and leaving 1,199 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #50.

Quantum Financial Planning Services first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q3 2025. 452 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Quantum Financial Planning Services held 1,199 shares of Boeing worth $259K as of Q2 2026.
Quantum Financial Planning Services sold 396 Boeing shares in Q2 2026, an estimated $88.1K.
Boeing made up 0.08% of Quantum Financial Planning Services's portfolio in Q2 2026, its #50 holding.
Quantum Financial Planning Services first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
Quantum Financial Planning Services's Boeing position peaked at $370K in Q3 2025.
452 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.