WF
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Whelan Financial’s Boeing BA Stock Holding History

Whelan Financial’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 		$208K Sell
959
-285
-23% -$63.4K 0.06% 100
2026
Q1 		$248K Buy
1,244
+17
+1% +$3.87K 0.08% 80
2025
Q4 		$266K Sell
1,227
-981
-44% -$202K 0.08% 76
2025
Q3 		$477K Buy
+2,208
New +$498K 0.15% 52
2024
Q1 		– Sell
-793
Closed -$207K – 43
2023
Q4 		$207K Buy
+793
New +$170K 0.1% 36

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whelan Financial's BA Position: Q2 2026 in Review

Whelan Financial reduced its Boeing (BA) stake by 23% in Q2 2026, selling an estimated $63.4K and leaving 959 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #100.

Whelan Financial first reported a position in BA in Q4 2023 and has held it in 5 quarters since. The position peaked at $477K in Q3 2025. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Whelan Financial held 959 shares of Boeing worth $208K as of Q2 2026.
  • Whelan Financial sold 285 Boeing shares in Q2 2026, an estimated $63.4K.
  • Boeing made up 0.06% of Whelan Financial's portfolio in Q2 2026, its #100 holding.
  • Whelan Financial first reported a position in Boeing in Q4 2023 and has held it in 5 quarters since.
  • Whelan Financial's Boeing position peaked at $477K in Q3 2025.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.