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Tempus Wealth Planning’s Boeing BA Stock Holding History

Tempus Wealth Planning’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 		$1.89M Buy
8,732
+201
+2% +$44.7K 0.37% 76
2026
Q1 		$1.7M Buy
8,531
+310
+4% +$70.6K 0.39% 72
2025
Q4 		$1.78M Buy
8,221
+78
+1% +$16K 0.41% 61
2025
Q3 		$1.76M Buy
8,143
+15
+0.2% +$3.38K 0.4% 62
2025
Q2 		$1.7M Buy
8,128
+372
+5% +$70.3K 0.42% 64
2025
Q1 		$1.32M Buy
7,756
+148
+2% +$25.6K 0.4% 73
2024
Q4 		$1.35M Buy
7,608
+447
+6% +$70.1K 0.41% 72
2024
Q3 		$1.09M Buy
7,161
+680
+10% +$117K 0.4% 72
2024
Q2 		$1.18M Buy
6,481
+37
+0.6% +$6.59K 0.49% 57
2024
Q1 		$1.24M Buy
6,444
+244
+4% +$50.1K 0.55% 46
2023
Q4 		$1.62M Buy
6,200
+532
+9% +$114K 0.71% 37
2023
Q3 		$1.09M Buy
5,668
+67
+1% +$14.7K 0.54% 46
2023
Q2 		$1.18M Sell
5,601
-40
-0.7% -$8.31K 0.53% 52
2023
Q1 		$1.2M Sell
5,641
-72
-1% -$15K 0.59% 46
2022
Q4 		$1.09M Sell
5,713
-43
-0.7% -$7.03K 0.66% 44
2022
Q3 		$697K Buy
5,756
+1,624
+39% +$249K 0.46% 62
2022
Q2 		$565K Buy
4,132
+260
+7% +$38.4K 0.46% 63
2022
Q1 		$741K Buy
3,872
+112
+3% +$22.5K 0.53% 51
2021
Q4 		$757K Hold
3,760
– – 0.41% 68
2021
Q3 		$827K Buy
3,760
+72
+2% +$16.1K 0.47% 62
2021
Q2 		$883K Buy
3,688
+1,776
+93% +$429K 0.59% 50
2021
Q1 		$487K Hold
1,912
– – 0.52% 50
2020
Q4 		$409K Sell
1,912
-100
-5% -$19.2K 0.53% 38
2020
Q3 		$333K Sell
2,012
-50
-2% -$8.52K 0.48% 49
2020
Q2 		$378K Hold
2,062
– – 0.56% 36
2020
Q1 		$308K Sell
2,062
-562
-21% -$154K 0.5% 43
2019
Q4 		$855K Buy
+2,624
New +$929K 0.75% 21

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

Tempus Wealth Planning's BA Position: Q2 2026 in Review

Tempus Wealth Planning increased its Boeing (BA) stake by 2.4% in Q2 2026, buying an estimated $44.7K and bringing the position to 8,732 shares worth $1.89M. The position accounts for 0.37% of the portfolio, ranked #76.

Tempus Wealth Planning first reported a position in BA in Q4 2019 and has held it in 27 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Tempus Wealth Planning held 8,732 shares of Boeing worth $1.89M as of Q2 2026.
  • Tempus Wealth Planning bought 201 Boeing shares in Q2 2026, an estimated $44.7K.
  • Boeing made up 0.37% of Tempus Wealth Planning's portfolio in Q2 2026, its #76 holding.
  • Tempus Wealth Planning first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.