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Steph & Co’s Boeing BA Stock Holding History

Steph & Co’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 		$30.5K Buy
164
+13
+9% +$2.79K 0.01% 206
2026
Q2 		$32.7K Sell
151
-88
-37% -$19.6K 0.01% 202
2026
Q1 		$47.6K Buy
239
+13
+6% +$2.96K 0.01% 197
2025
Q4 		$49.1K Buy
226
+159
+237% +$32.7K 0.01% 193
2025
Q3 		$14.5K Buy
67
+6
+10% +$1.35K ﹤0.01% 277
2025
Q2 		$12.8K Hold
61
– – ﹤0.01% 262
2025
Q1 		$10.4K Buy
61
+15
+33% +$2.6K ﹤0.01% 237
2024
Q4 		$8.14K Sell
46
-27
-37% -$4.24K ﹤0.01% 250
2024
Q3 		$11.1K Hold
73
– – ﹤0.01% 259
2024
Q2 		$13.3K Buy
73
+6
+9% +$1.07K ﹤0.01% 233
2024
Q1 		$12.9K Buy
+67
New +$13.8K ﹤0.01% 248
2022
Q2 		– Sell
-256
Closed -$49K – 240
2022
Q1 		$49K Hold
256
– – 0.03% 187
2021
Q4 		$52K Buy
256
+31
+14% +$6.55K 0.03% 196
2021
Q3 		$49K Buy
+225
New +$50.2K 0.03% 180
2020
Q3 		– Sell
-60
Closed -$11K – 232
2020
Q2 		$11K Buy
+60
New +$9.22K 0.01% 205

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Steph & Co's BA Position: Q3 2026 in Review

Steph & Co increased its Boeing (BA) stake by 8.6% in Q3 2026, buying an estimated $2.79K and bringing the position to 164 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #206.

Steph & Co first reported a position in BA in Q2 2020 and has held it in 15 quarters since. The position peaked at $52K in Q4 2021. 474 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Steph & Co held 164 shares of Boeing worth $30.5K as of Q3 2026.
  • Steph & Co bought 13 Boeing shares in Q3 2026, an estimated $2.79K.
  • Boeing made up 0.01% of Steph & Co's portfolio in Q3 2026, its #206 holding.
  • Steph & Co first reported a position in Boeing in Q2 2020 and has held it in 15 quarters since.
  • Steph & Co's Boeing position peaked at $52K in Q4 2021.
  • 474 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.