SS&H Financial Advisors’s Boeing BA Stock Holding History

SS&H Financial Advisors’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
2025 Q4	$2.12M	Buy	9,745 +1,325	+16%	+$273K	0.62%	42
2025 Q3	$1.82M	Sell	8,420 -60	-0.7%	-$13.5K	0.55%	45
2025 Q2	$1.78M	Sell	8,480 -300	-3%	-$56.7K	0.59%	44
2025 Q1	$1.5M	Buy	8,780 +500	+6%	+$86.5K	0.56%	49
2024 Q4	$1.47M	Buy	8,280 +560	+7%	+$87.9K	0.53%	48
2024 Q3	$1.17M	Hold	7,720	–	–	0.43%	54
2024 Q2	$1.41M	Buy	7,720 +525	+7%	+$93.6K	0.55%	48
2024 Q1	$1.39M	Buy	7,195 +3,425	+91%	+$704K	0.58%	47
2023 Q4	$983K	Buy	3,770 +700	+23%	+$150K	0.42%	59
2023 Q3	$588K	Buy	+3,070	New	+$672K	0.28%	78
2023 Q1	$626K	Hold	2,945	–	–	0.29%	78
2022 Q4	$561K	Hold	2,945	–	–	0.27%	78
2022 Q3	$357K	Sell	2,945 -500	-15%	-$76.7K	0.18%	96
2022 Q2	$471K	Hold	3,445	–	–	0.22%	88
2022 Q1	$660K	Buy	+3,445	New	+$691K	0.26%	82

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SS&H Financial Advisors's BA Position: Q4 2025 in Review

SS&H Financial Advisors increased its Boeing (BA) stake by 16% in Q4 2025, buying an estimated $273K and bringing the position to 9,745 shares worth $2.12M. The position accounts for 0.62% of the portfolio, ranked #42.

SS&H Financial Advisors first reported a position in BA in Q1 2022 and has held it in 15 quarters since. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

SS&H Financial Advisors held 9,745 shares of Boeing worth $2.12M as of Q4 2025.
SS&H Financial Advisors bought 1,325 Boeing shares in Q4 2025, an estimated $273K.
Boeing made up 0.62% of SS&H Financial Advisors's portfolio in Q4 2025, its #42 holding.
SS&H Financial Advisors first reported a position in Boeing in Q1 2022 and has held it in 15 quarters since.
2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.