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Widmann Financial Services’s Boeing BA Stock Holding History

Widmann Financial Services’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 		$924K Sell
4,271
-15
-0.3% -$3.34K 0.5% 58
2026
Q1 		$853K Hold
4,286
– – 0.51% 57
2025
Q4 		$931K Sell
4,286
-270
-6% -$55.5K 0.57% 51
2025
Q3 		$983K Sell
4,556
-100
-2% -$22.5K 0.62% 46
2025
Q2 		$976K Sell
4,656
-35
-0.7% -$6.61K 0.68% 44
2025
Q1 		$800K Sell
4,691
-310
-6% -$53.7K 0.62% 47
2024
Q4 		$885K Hold
5,001
– – 0.69% 45
2024
Q3 		$760K Sell
5,001
-45
-0.9% -$7.72K 0.58% 51
2024
Q2 		$918K Sell
5,046
-142
-3% -$25.3K 0.75% 43
2024
Q1 		$1M Sell
5,188
-324
-6% -$66.6K 0.84% 39
2023
Q4 		$1.44M Sell
5,512
-52
-0.9% -$11.1K 1.29% 25
2023
Q3 		$1.07M Sell
5,564
-14
-0.3% -$3.06K 1.06% 33
2023
Q2 		$1.18M Buy
5,578
+102
+2% +$21.2K 1.13% 31
2023
Q1 		$1.16M Sell
5,476
-15
-0.3% -$3.12K 1.17% 31
2022
Q4 		$1.05M Buy
5,491
+3
+0.1% +$491 1.1% 31
2022
Q3 		$665K Hold
5,488
– – 0.74% 48
2022
Q2 		$750K Buy
5,488
+52
+1% +$7.67K 0.78% 45
2022
Q1 		$1.04M Sell
5,436
-14
-0.3% -$2.81K 0.92% 35
2021
Q4 		$1.1M Buy
+5,450
New +$1.15M 0.9% 34

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

Widmann Financial Services's BA Position: Q2 2026 in Review

Widmann Financial Services reduced its Boeing (BA) stake by 0.35% in Q2 2026, selling an estimated $3.34K and leaving 4,271 shares worth $924K. The position accounts for 0.5% of the portfolio, ranked #58.

Widmann Financial Services first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2023. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Widmann Financial Services held 4,271 shares of Boeing worth $924K as of Q2 2026.
  • Widmann Financial Services sold 15 Boeing shares in Q2 2026, an estimated $3.34K.
  • Boeing made up 0.5% of Widmann Financial Services's portfolio in Q2 2026, its #58 holding.
  • Widmann Financial Services first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Boeing position peaked at $1.44M in Q4 2023.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.