TFC Financial Management’s Boeing BA Stock Holding History

TFC Financial Management’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	$93.3K	Buy	431 +8	+2%	+$1.78K	0.01%	225
2026 Q1	$84.2K	Sell	423 -4	-0.9%	-$911	0.01%	219
2025 Q4	$92.7K	Hold	427	–	–	0.01%	212
2025 Q3	$92.2K	Hold	427	–	–	0.01%	214
2025 Q2	$89.5K	Buy	427 +3	+0.7%	+$567	0.01%	211
2025 Q1	$72.3K	Sell	424 -31	-7%	-$5.37K	0.01%	220
2024 Q4	$80.5K	Sell	455 -225	-33%	-$35.3K	0.01%	210
2024 Q3	$103K	Sell	680 -69	-9%	-$11.8K	0.02%	190
2024 Q2	$136K	Buy	749 +6	+0.8%	+$1.07K	0.02%	151
2024 Q1	$143K	Buy	743 +4	+0.5%	+$822	0.03%	147
2023 Q4	$193K	Buy	739 +1	+0.1%	+$214	0.04%	117
2023 Q3	$141K	Hold	738	–	–	0.03%	139
2023 Q2	$156K	Buy	738 +5	+0.7%	+$1.04K	0.04%	130
2023 Q1	$156K	Buy	733 +7	+1%	+$1.45K	0.04%	126
2022 Q4	$138K	Hold	726	–	–	0.04%	125
2022 Q3	$88K	Hold	726	–	–	0.03%	160
2022 Q2	$99K	Hold	726	–	–	0.03%	155
2022 Q1	$139K	Hold	726	–	–	0.04%	132
2021 Q4	$146K	Sell	726 -108	-13%	-$22.8K	0.04%	130
2021 Q3	$183K	Hold	834	–	–	0.06%	103
2021 Q2	$200K	Hold	834	–	–	0.07%	94
2021 Q1	$212K	Hold	834	–	–	0.08%	84
2020 Q4	$179K	Hold	834	–	–	0.08%	91
2020 Q3	$138K	Buy	+834	New	+$142K	0.07%	95

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFC Financial Management's BA Position: Q2 2026 in Review

TFC Financial Management increased its Boeing (BA) stake by 1.9% in Q2 2026, buying an estimated $1.78K and bringing the position to 431 shares worth $93.3K. The position accounts for 0.01% of the portfolio, ranked #225.

TFC Financial Management first reported a position in BA in Q3 2020 and has held it in 24 quarters since. The position peaked at $212K in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

TFC Financial Management held 431 shares of Boeing worth $93.3K as of Q2 2026.
TFC Financial Management bought 8 Boeing shares in Q2 2026, an estimated $1.78K.
Boeing made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #225 holding.
TFC Financial Management first reported a position in Boeing in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Boeing position peaked at $212K in Q1 2021.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.