Spectrum Planning & Advisory Services’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$312K Sell
1,442
-352
-20% -$78.3K 0.14% 85
2026
Q1
$357K Buy
1,794
+72
+4% +$16.4K 0.18% 76
2025
Q4
$374K Buy
1,722
+16
+0.9% +$3.29K 0.19% 76
2025
Q3
$368K Buy
1,706
+63
+4% +$14.2K 0.21% 76
2025
Q2
$344K Buy
+1,643
New +$310K 0.22% 73
2023
Q4
$209K Buy
+800
New +$171K 0.3% 47

Other funds holding BA

Spectrum Planning & Advisory Services's BA Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Boeing (BA) stake by 20% in Q2 2026, selling an estimated $78.3K and leaving 1,442 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #85.

Spectrum Planning & Advisory Services first reported a position in BA in Q4 2023 and has held it in 6 quarters since. The position peaked at $374K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Spectrum Planning & Advisory Services held 1,442 shares of Boeing worth $312K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 352 Boeing shares in Q2 2026, an estimated $78.3K.
  • Boeing made up 0.14% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #85 holding.
  • Spectrum Planning & Advisory Services first reported a position in Boeing in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Planning & Advisory Services's Boeing position peaked at $374K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.