WFP
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Welch Financial Planning’s Boeing BA Stock Holding History

Welch Financial Planning’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 		$12.8M Sell
58,924
-579
-1% -$129K 7.43% 3
2026
Q1 		$11.8M Sell
59,503
-175
-0.3% -$39.9K 8.52% 3
2025
Q4 		$13M Buy
+59,678
New +$12.3M 9.44% 1

Other funds holding BA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch Financial Planning's BA Position: Q2 2026 in Review

Welch Financial Planning reduced its Boeing (BA) stake by 0.97% in Q2 2026, selling an estimated $129K and leaving 58,924 shares worth $12.8M. The position accounts for 7.43% of the portfolio, ranked #3.

Welch Financial Planning first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $13M in Q4 2025. 1,569 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Welch Financial Planning held 58,924 shares of Boeing worth $12.8M as of Q2 2026.
  • Welch Financial Planning sold 579 Boeing shares in Q2 2026, an estimated $129K.
  • Boeing made up 7.43% of Welch Financial Planning's portfolio in Q2 2026, its #3 holding.
  • Welch Financial Planning first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Boeing position peaked at $13M in Q4 2025.
  • 1,569 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.