SPI
BA icon

Strategic Planning Inc’s Boeing BA Stock Holding History

Strategic Planning Inc’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
Q1 		$363K Buy
+1,824
New +$415K 0.18% 41
2025
Q4 		– Sell
-1,107
Closed -$239K – 54
2025
Q3 		$239K Hold
1,107
– – 0.14% 47
2025
Q2 		$232K Sell
1,107
-749
-40% -$141K 0.14% 50
2025
Q1 		$317K Buy
+1,856
New +$321K 0.18% 46

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Planning Inc's BA Position: Q1 2026 in Review

Strategic Planning Inc opened a new position in Boeing (BA) in Q1 2026: 1,824 shares worth $363K. The stake represents 0.18% of the portfolio and ranks #41 among its holdings. This is a return to the name: Strategic Planning Inc previously reported a position in BA as recently as Q3 2025.

Strategic Planning Inc first reported a position in BA in Q1 2025 and has held it in 4 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Strategic Planning Inc held 1,824 shares of Boeing worth $363K as of Q1 2026.
  • Boeing was a new Strategic Planning Inc position in Q1 2026.
  • Boeing made up 0.18% of Strategic Planning Inc's portfolio in Q1 2026, its #41 holding.
  • Strategic Planning Inc first reported a position in Boeing in Q1 2025 and has held it in 4 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.