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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
2026
Q2 		$2.28M Buy
+10,550
New +$2.35M 0.58% 44
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SS&H Financial Advisors's BA Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Boeing (BA) in Q2 2026: 10,550 shares worth $2.28M. The stake represents 0.58% of the portfolio and ranks #44 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in BA as recently as Q4 2025.

SS&H Financial Advisors first reported a position in BA in Q1 2022 and has held it in 16 quarters since. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SS&H Financial Advisors held 10,550 shares of Boeing worth $2.28M as of Q2 2026.
  • Boeing was a new SS&H Financial Advisors position in Q2 2026.
  • Boeing made up 0.58% of SS&H Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • SS&H Financial Advisors first reported a position in Boeing in Q1 2022 and has held it in 16 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.