WealthPlan Investment Management’s Boeing BA Stock Holding History

WealthPlan Investment 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	$738K	Buy	3,409 +159	+5%	+$35.4K	0.04%	262
2026 Q1	$647K	Buy	3,250 +54	+2%	+$12.3K	0.04%	269
2025 Q4	$694K	Buy	+3,196	New	+$657K	0.04%	225
2025 Q3	–	Sell	-3,407	Closed	-$714K	–	340
2025 Q2	$714K	Buy	3,407 +613	+22%	+$116K	0.05%	204
2025 Q1	$477K	Sell	2,794 -89	-3%	-$15.4K	0.05%	177
2024 Q4	$510K	Sell	2,883 -811	-22%	-$127K	0.05%	170
2024 Q3	$562K	Sell	3,694 -22	-0.6%	-$3.77K	0.06%	149
2024 Q2	$676K	Hold	3,716	–	–	0.1%	107
2024 Q1	$717K	Sell	3,716 -1,000	-21%	-$205K	0.11%	107
2023 Q4	$1.23M	Buy	4,716 +49	+1%	+$10.5K	0.2%	89
2023 Q3	$895K	Buy	4,667 +1,440	+45%	+$315K	0.16%	95
2023 Q2	$681K	Sell	3,227 -1,291	-29%	-$268K	0.2%	84
2023 Q1	$960K	Sell	4,518 -4,299	-49%	-$893K	0.17%	88
2022 Q4	$1.9M	Sell	8,817 -467	-5%	-$76.4K	0.13%	125
2022 Q3	$1.64M	Buy	+9,284	New	+$1.42M	0.12%	129
2022 Q1	$1.33M	Buy	+8,960	New	+$1.8M	0.09%	144

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthPlan Investment Management's BA Position: Q2 2026 in Review

WealthPlan Investment Management increased its Boeing (BA) stake by 4.9% in Q2 2026, buying an estimated $35.4K and bringing the position to 3,409 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #262.

WealthPlan Investment Management first reported a position in BA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.9M in Q4 2022. 1,011 funds tracked by Wall St. Rank hold BA as of Q2 2026.

WealthPlan Investment Management held 3,409 shares of Boeing worth $738K as of Q2 2026.
WealthPlan Investment Management bought 159 Boeing shares in Q2 2026, an estimated $35.4K.
Boeing made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #262 holding.
WealthPlan Investment Management first reported a position in Boeing in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Boeing position peaked at $1.9M in Q4 2022.
1,011 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.