Welch Group
BA icon

Welch Group’s Boeing BA Stock Holding History

Welch 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
Q3 		$744K Sell
3,999
-48
-1% -$10.3K 0.03% 156
2026
Q2 		$876K Buy
4,047
+10
+0.2% +$2.22K 0.03% 137
2026
Q1 		$803K Sell
4,037
-11
-0.3% -$2.5K 0.03% 132
2025
Q4 		$879K Buy
4,048
+1,343
+50% +$276K 0.03% 129
2025
Q3 		$584K Hold
2,705
– – 0.02% 150
2025
Q2 		$567K Buy
2,705
+95
+4% +$17.9K 0.02% 144
2025
Q1 		$452K Hold
2,610
– – 0.02% 155
2024
Q4 		$461K Sell
2,610
-9
-0.3% -$1.41K 0.02% 158
2024
Q3 		$398K Hold
2,619
– – 0.02% 168
2024
Q2 		$477K Buy
2,619
+509
+24% +$90.7K 0.02% 146
2024
Q1 		$407K Sell
2,110
-300
-12% -$61.6K 0.02% 139
2023
Q4 		$628K Buy
2,410
+287
+14% +$61.4K 0.03% 109
2023
Q3 		$407K Buy
2,123
+51
+2% +$11.2K 0.02% 124
2023
Q2 		$437K Buy
2,072
+222
+12% +$46.1K 0.03% 118
2023
Q1 		$393K Hold
1,850
– – 0.02% 131
2022
Q4 		$352K Sell
1,850
-300
-14% -$49.1K 0.02% 143
2022
Q3 		$260K Sell
2,150
-84
-4% -$12.9K 0.02% 144
2022
Q2 		$305K Sell
2,234
-200
-8% -$29.5K 0.02% 142
2022
Q1 		$466K Sell
2,434
-62
-2% -$12.4K 0.03% 120
2021
Q4 		$502K Sell
2,496
-379
-13% -$80.1K 0.03% 124
2021
Q3 		$632K Buy
2,875
+200
+7% +$44.6K 0.04% 94
2021
Q2 		$641K Buy
2,675
+36
+1% +$8.7K 0.04% 92
2021
Q1 		$672K Buy
2,639
+822
+45% +$183K 0.05% 89
2020
Q4 		$389K Buy
1,817
+238
+15% +$45.8K 0.03% 106
2020
Q3 		$261K Sell
1,579
-446
-22% -$76K 0.02% 123
2020
Q2 		$371K Buy
2,025
+485
+31% +$74.6K 0.03% 96
2020
Q1 		$230K Buy
+1,540
New +$422K 0.02% 111
2019
Q3 		– Sell
-342
Closed -$124K – 144
2019
Q2 		$124K Buy
342
+37
+12% +$13.5K 0.01% 130
2019
Q1 		$116K Sell
305
-1,029
-77% -$396K 0.01% 138
2018
Q4 		$430K Sell
1,334
-8
-0.6% -$2.76K 0.05% 73
2018
Q3 		$499K Buy
1,342
+1,000
+292% +$351K 0.05% 75
2018
Q2 		$115K Sell
342
-15
-4% -$5.16K 0.01% 132
2018
Q1 		$117K Sell
357
-51
-13% -$17.2K 0.01% 129
2017
Q4 		$120K Buy
+408
New +$110K 0.02% 132
2017
Q3 		– Sell
-1,475
Closed -$292K – 132
2017
Q2 		$292K Buy
+1,475
New +$275K 0.05% 101
2016
Q2 		– Sell
-1,262
Closed -$160K – 124
2016
Q1 		$160K Buy
1,262
+11
+0.9% +$1.36K 0.03% 119
2015
Q4 		$181K Buy
1,251
+8
+0.6% +$1.15K 0.03% 113
2015
Q3 		$163K Buy
1,243
+8
+0.6% +$1.11K 0.03% 116
2015
Q2 		$171K Buy
1,235
+8
+0.7% +$1.17K 0.03% 117
2015
Q1 		$184K Buy
1,227
+7
+0.6% +$1.02K 0.03% 115
2014
Q4 		$159K Buy
1,220
+7
+0.6% +$888 0.03% 117
2014
Q3 		$154K Buy
1,213
+7
+0.6% +$882 0.03% 118
2014
Q2 		$153K Buy
1,206
+6
+0.5% +$783 0.03% 123
2014
Q1 		$151K Sell
1,200
-37
-3% -$4.82K 0.03% 111
2013
Q4 		$169K Buy
1,237
+49
+4% +$6.37K 0.04% 110
2013
Q3 		$140K Buy
1,188
+5
+0.4% +$539 0.03% 114
2013
Q2 		$121K Buy
+1,183
New +$112K 0.03% 114

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Welch Group's BA Position: Q3 2026 in Review

Welch Group reduced its Boeing (BA) stake by 1.2% in Q3 2026, selling an estimated $10.3K and leaving 3,999 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #156.

Welch Group first reported a position in BA in Q2 2013 and has held it in 47 quarters since. The position peaked at $879K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Welch Group held 3,999 shares of Boeing worth $744K as of Q3 2026.
  • Welch Group sold 48 Boeing shares in Q3 2026, an estimated $10.3K.
  • Boeing made up 0.03% of Welch Group's portfolio in Q3 2026, its #156 holding.
  • Welch Group first reported a position in Boeing in Q2 2013 and has held it in 47 quarters since.
  • Welch Group's Boeing position peaked at $879K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.