Valmark Advisers’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $693K | Sell |
3,204
-53
| -2% | -$11.8K | 0.01% | 435 |
|
|
2026
Q1 | $648K | Buy |
3,257
+24
| +0.7% | +$5.46K | 0.01% | 416 |
|
|
2025
Q4 | $702K | Buy |
3,233
+6
| +0.2% | +$1.23K | 0.01% | 391 |
|
|
2025
Q3 | $696K | Sell |
3,227
-113
| -3% | -$25.5K | 0.01% | 383 |
|
|
2025
Q2 | $700K | Sell |
3,340
-15
| -0.4% | -$2.83K | 0.01% | 393 |
|
|
2025
Q1 | $572K | Sell |
3,355
-72
| -2% | -$12.5K | 0.01% | 400 |
|
|
2024
Q4 | $607K | Buy |
3,427
+288
| +9% | +$45.2K | 0.01% | 386 |
|
|
2024
Q3 | $477K | Buy |
3,139
+147
| +5% | +$25.2K | 0.01% | 415 |
|
|
2024
Q2 | $545K | Sell |
2,992
-756
| -20% | -$135K | 0.01% | 376 |
|
|
2024
Q1 | $723K | Buy |
3,748
+239
| +7% | +$49.1K | 0.01% | 323 |
|
|
2023
Q4 | $915K | Buy |
3,509
+39
| +1% | +$8.34K | 0.02% | 266 |
|
|
2023
Q3 | $665K | Buy |
3,470
+217
| +7% | +$47.5K | 0.01% | 285 |
|
|
2023
Q2 | $687K | Buy |
3,253
+223
| +7% | +$46.3K | 0.01% | 284 |
|
|
2023
Q1 | $644K | Sell |
3,030
-29
| -0.9% | -$6.03K | 0.01% | 283 |
|
|
2022
Q4 | $583K | Buy |
3,059
+1,176
| +62% | +$192K | 0.01% | 294 |
|
|
2022
Q3 | $228K | Buy |
1,883
+49
| +3% | +$7.51K | ﹤0.01% | 382 |
|
|
2022
Q2 | $251K | Buy |
1,834
+41
| +2% | +$6.05K | ﹤0.01% | 370 |
|
|
2022
Q1 | $343K | Sell |
1,793
-1,093
| -38% | -$219K | 0.01% | 350 |
|
|
2021
Q4 | $581K | Buy |
2,886
+103
| +4% | +$21.8K | 0.01% | 265 |
|
|
2021
Q3 | $612K | Sell |
2,783
-96
| -3% | -$21.4K | 0.01% | 252 |
|
|
2021
Q2 | $690K | Sell |
2,879
-23
| -0.8% | -$5.56K | 0.01% | 236 |
|
|
2021
Q1 | $739K | Sell |
2,902
-21
| -0.7% | -$4.67K | 0.01% | 223 |
|
|
2020
Q4 | $626K | Buy |
2,923
+180
| +7% | +$34.6K | 0.01% | 230 |
|
|
2020
Q3 | $453K | Buy |
2,743
+30
| +1% | +$5.11K | 0.01% | 193 |
|
|
2020
Q2 | $497K | Sell |
2,713
-70
| -3% | -$10.8K | 0.01% | 167 |
|
|
2020
Q1 | $415K | Sell |
2,783
-22
| -0.8% | -$6.02K | 0.01% | 159 |
|
|
2019
Q4 | $914K | Sell |
2,805
-52
| -2% | -$18.4K | 0.02% | 103 |
|
|
2019
Q3 | $1.09M | Sell |
2,857
-26
| -0.9% | -$9.29K | 0.02% | 98 |
|
|
2019
Q2 | $1.05M | Buy |
2,883
+40
| +1% | +$14.6K | 0.02% | 94 |
|
|
2019
Q1 | $1.08M | Sell |
2,843
-125
| -4% | -$48.1K | 0.02% | 91 |
|
|
2018
Q4 | $957K | Sell |
2,968
-64
| -2% | -$22.1K | 0.02% | 90 |
|
|
2018
Q3 | $1.13M | Sell |
3,032
-1,120
| -27% | -$393K | 0.02% | 80 |
|
|
2018
Q2 | $1.39M | Buy |
4,152
+390
| +10% | +$134K | 0.03% | 65 |
|
|
2018
Q1 | $1.23M | Sell |
3,762
-375
| -9% | -$127K | 0.03% | 69 |
|
|
2017
Q4 | $1.22M | Buy |
4,137
+2,927
| +242% | +$792K | 0.03% | 72 |
|
|
2017
Q3 | $308K | Sell |
1,210
-207
| -15% | -$48.3K | 0.01% | 62 |
|
|
2017
Q2 | $280K | Buy |
1,417
+117
| +9% | +$21.8K | 0.01% | 65 |
|
|
2017
Q1 | $230K | Sell |
1,300
-50
| -4% | -$8.52K | 0.01% | 70 |
|
|
2016
Q4 | $210K | Buy |
+1,350
| New | +$197K | 0.01% | 73 |
|
Other funds holding BA
Valmark Advisers's BA Position: Q2 2026 in Review
Valmark Advisers reduced its Boeing (BA) stake by 1.6% in Q2 2026, selling an estimated $11.8K and leaving 3,204 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #435.
Valmark Advisers first reported a position in BA in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.39M in Q2 2018. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Valmark Advisers held 3,204 shares of Boeing worth $693K as of Q2 2026.
- Valmark Advisers sold 53 Boeing shares in Q2 2026, an estimated $11.8K.
- Boeing made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #435 holding.
- Valmark Advisers first reported a position in Boeing in Q4 2016 and has held it in 39 quarters since.
- Valmark Advisers's Boeing position peaked at $1.39M in Q2 2018.
- 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.