Whelan Financial
BA icon

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
Q3 		– Sell
-959
Closed -$208K – 107
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

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
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Whelan Financial's BA Position: Q3 2026 in Review

Whelan Financial sold out of Boeing (BA) in Q3 2026, closing a stake of 959 shares — an estimated $208K sold.

Whelan Financial first reported a position in BA in Q4 2023 and held it in 5 quarters. The position peaked at $477K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Whelan Financial reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Whelan Financial sold 959 Boeing shares in Q3 2026, an estimated $208K.
  • Whelan Financial first reported a position in Boeing in Q4 2023 and held it in 5 quarters.
  • Whelan Financial's Boeing position peaked at $477K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.