Valley Financial Group’s Boeing BA Stock Holding History

Valley Financial Group’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	$216K	Buy	+998	New	+$222K	0.11%	58
2026 Q1	–	Sell	-998	Closed	-$217K	–	64
2025 Q4	$217K	Hold	998	–	–	0.12%	57
2025 Q3	$215K	Hold	998	–	–	0.12%	61
2025 Q2	$209K	Buy	+998	New	+$189K	0.13%	59
2024 Q3	–	Sell	-1,162	Closed	-$211K	–	57
2024 Q2	$211K	Hold	1,162	–	–	0.16%	55
2024 Q1	$224K	Hold	1,162	–	–	0.17%	51
2023 Q4	$303K	Buy	+1,162	New	+$249K	0.24%	46

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

Valley Financial Group's BA Position: Q2 2026 in Review

Valley Financial Group opened a new position in Boeing (BA) in Q2 2026: 998 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #58 among its holdings. This is a return to the name: Valley Financial Group previously reported a position in BA as recently as Q4 2025.

Valley Financial Group first reported a position in BA in Q4 2023 and has held it in 7 quarters since. The position peaked at $303K in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Valley Financial Group held 998 shares of Boeing worth $216K as of Q2 2026.
Boeing was a new Valley Financial Group position in Q2 2026.
Boeing made up 0.11% of Valley Financial Group's portfolio in Q2 2026, its #58 holding.
Valley Financial Group first reported a position in Boeing in Q4 2023 and has held it in 7 quarters since.
Valley Financial Group's Boeing position peaked at $303K in Q4 2023.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.