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Toth Financial Advisory’s Boeing BA Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Hold
0
– -$19.2K – 730
2023
Q3 		– Hold
0
– – – 376

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Toth Financial Advisory's BA Position: Q3 2026 in Review

Toth Financial Advisory reduced its Boeing (BA) stake by 5% in Q3 2026, selling an estimated $28.5K and leaving 2,547 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #179.

Toth Financial Advisory first reported a position in BA in Q1 2015 and has held it in 47 quarters since. The position peaked at $2.76M in Q1 2019. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Toth Financial Advisory held 2,547 shares of Boeing worth $474K as of Q3 2026.
  • Toth Financial Advisory sold 133 Boeing shares in Q3 2026, an estimated $28.5K.
  • Boeing made up 0.05% of Toth Financial Advisory's portfolio in Q3 2026, its #179 holding.
  • Toth Financial Advisory first reported a position in Boeing in Q1 2015 and has held it in 47 quarters since.
  • Toth Financial Advisory's Boeing position peaked at $2.76M in Q1 2019.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.