Spartan Planning & Wealth Management’s Boeing BA Stock Holding History

Spartan Planning & Wealth 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 Q2	–	Sell	-1,135	Closed	-$226K	–	76
2026 Q1	$226K	Buy	1,135 +34	+3%	+$7.74K	0.17%	62
2025 Q4	$239K	Sell	1,101 -341	-24%	-$70.1K	0.18%	73
2025 Q3	$311K	Buy	1,442 +1	+0.1%	+$225	0.24%	62
2025 Q2	$302K	Buy	+1,441	New	+$272K	0.26%	67
2023 Q4	$144K	Buy	552 +438	+384%	+$93.7K	0.15%	74
2023 Q3	$21.9K	Buy	+114	New	+$24.9K	0.03%	104
2022 Q4	$46.1K	Buy	242 +240	+12,000%	+$39.3K	0.06%	101
2022 Q3	$0	Buy	+2	New	+$307	﹤0.01%	74

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Spartan Planning & Wealth Management's BA Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of Boeing (BA) in Q2 2026, closing a stake of 1,135 shares — an estimated $226K sold.

Spartan Planning & Wealth Management first reported a position in BA in Q3 2022 and held it in 8 quarters. The position peaked at $311K in Q3 2025. 1,685 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,135 Boeing shares in Q2 2026, an estimated $226K.
Spartan Planning & Wealth Management first reported a position in Boeing in Q3 2022 and held it in 8 quarters.
Spartan Planning & Wealth Management's Boeing position peaked at $311K in Q3 2025.
1,685 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.