West Financial Advisors’s Boeing BA Stock Holding History

West Financial Advisors’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	$93.7K	Hold	433	–	–	0.01%	86
2026 Q1	$86.2K	Hold	433	–	–	0.01%	77
2025 Q4	$94K	Sell	433 -200	-32%	-$41.1K	0.02%	78
2025 Q3	$137K	Hold	633	–	–	0.02%	73
2025 Q2	$133K	Hold	633	–	–	0.02%	71
2025 Q1	$108K	Hold	633	–	–	0.02%	75
2024 Q4	$112K	Buy	633 +200	+46%	+$31.4K	0.02%	73
2024 Q3	$65.8K	Hold	433	–	–	0.01%	78
2024 Q2	$78.8K	Hold	433	–	–	0.02%	70
2024 Q1	$83.6K	Hold	433	–	–	0.02%	69
2023 Q4	$113K	Sell	433 -20	-4%	-$4.28K	0.03%	63
2023 Q3	$86.8K	Hold	453	–	–	0.02%	69
2023 Q2	$95.7K	Buy	453 +20	+5%	+$4.15K	0.02%	65
2023 Q1	$92K	Hold	433	–	–	0.02%	68
2022 Q4	$82.5K	Hold	433	–	–	0.02%	66
2022 Q3	$52K	Buy	433 +233	+117%	+$35.7K	0.02%	98
2022 Q2	$27K	Hold	200	–	–	0.01%	114
2022 Q1	$38K	Hold	200	–	–	0.01%	108
2021 Q4	$40K	Hold	200	–	–	0.01%	116
2021 Q3	$44K	Buy	+200	New	+$44.6K	0.01%	102

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

West Financial Advisors's BA Position: Q2 2026 in Review

West Financial Advisors held its Boeing (BA) position steady in Q2 2026 at 433 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #86.

West Financial Advisors first reported a position in BA in Q3 2021 and has held it in 20 quarters since. The position peaked at $137K in Q3 2025. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

West Financial Advisors held 433 shares of Boeing worth $93.7K as of Q2 2026.
West Financial Advisors left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #86 holding.
West Financial Advisors first reported a position in Boeing in Q3 2021 and has held it in 20 quarters since.
West Financial Advisors's Boeing position peaked at $137K in Q3 2025.
657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.