Shulman DeMeo Asset Management’s Boeing BA Stock Holding History

Shulman DeMeo Asset Management’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	$213K	Hold	1,106	–	–	0.04%	130
2026 Q2	$239K	Sell	1,106 -5	-0.5%	-$1.11K	0.04%	123
2026 Q1	$221K	Hold	1,111	–	–	0.05%	124
2025 Q4	$241K	Hold	1,111	–	–	0.05%	103
2025 Q3	$240K	Sell	1,111 -47	-4%	-$10.6K	0.06%	104
2025 Q2	$243K	Buy	+1,158	New	+$219K	0.06%	101
2025 Q1	–	Sell	-1,351	Closed	-$239K	–	117
2024 Q4	$239K	Hold	1,351	–	–	0.06%	104
2024 Q3	$215K	Hold	1,351	–	–	0.05%	120
2024 Q2	$246K	Sell	1,351 -58	-4%	-$10.3K	0.06%	110
2024 Q1	$272K	Hold	1,409	–	–	0.07%	106
2023 Q4	$367K	Hold	1,409	–	–	0.1%	84
2023 Q3	$270K	Hold	1,409	–	–	0.09%	100
2023 Q2	$298K	Hold	1,409	–	–	0.09%	98
2023 Q1	$299K	Hold	1,409	–	–	0.09%	99
2022 Q4	$268K	Buy	+1,409	New	+$230K	0.09%	105
2022 Q2	–	Sell	-1,361	Closed	-$261K	–	138
2022 Q1	$261K	Hold	1,361	–	–	0.07%	116
2021 Q4	$274K	Hold	1,361	–	–	0.07%	116
2021 Q3	$299K	Buy	+1,361	New	+$304K	0.26%	63
2021 Q2	–	Sell	-1,361	Closed	-$347K	–	71
2021 Q1	$347K	Sell	1,361 -91	-6%	-$20.2K	0.09%	99
2020 Q4	$311K	Sell	1,452 -57	-4%	-$11K	0.09%	104
2020 Q3	$249K	Hold	1,509	–	–	0.08%	95
2020 Q2	$277K	Sell	1,509 -40	-3%	-$6.15K	0.11%	90
2020 Q1	$231K	Sell	1,549 -544	-26%	-$149K	0.11%	81
2019 Q4	$682K	Buy	2,093 +1	+0%	+$354	0.24%	44
2019 Q3	$796K	Buy	2,092 +1	+0%	+$357	0.27%	43
2019 Q2	$761K	Buy	2,091 +1	+0%	+$365	0.28%	38
2019 Q1	$797K	Sell	2,090 -32	-2%	-$12.3K	0.3%	38
2018 Q4	$684K	Buy	+2,122	New	+$733K	0.38%	24

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

Shulman DeMeo Asset Management's BA Position: Q3 2026 in Review

Shulman DeMeo Asset Management held its Boeing (BA) position steady in Q3 2026 at 1,106 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #130.

Shulman DeMeo Asset Management first reported a position in BA in Q4 2018 and has held it in 28 quarters since. The position peaked at $797K in Q1 2019. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Shulman DeMeo Asset Management held 1,106 shares of Boeing worth $213K as of Q3 2026.
Shulman DeMeo Asset Management left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #130 holding.
Shulman DeMeo Asset Management first reported a position in Boeing in Q4 2018 and has held it in 28 quarters since.
Shulman DeMeo Asset Management's Boeing position peaked at $797K in Q1 2019.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.