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Worthington Financial Partners’s Boeing BA Stock Holding History

Worthington Financial Partners’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 		$584K Buy
2,697
+57
+2% +$12.7K 0.48% 76
2026
Q1 		$525K Buy
2,640
+169
+7% +$38.5K 0.45% 76
2025
Q4 		$537K Buy
+2,471
New +$508K 0.48% 67

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

Worthington Financial Partners's BA Position: Q2 2026 in Review

Worthington Financial Partners increased its Boeing (BA) stake by 2.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,697 shares worth $584K. The position accounts for 0.48% of the portfolio, ranked #76.

Worthington Financial Partners first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,611 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Worthington Financial Partners held 2,697 shares of Boeing worth $584K as of Q2 2026.
  • Worthington Financial Partners bought 57 Boeing shares in Q2 2026, an estimated $12.7K.
  • Boeing made up 0.48% of Worthington Financial Partners's portfolio in Q2 2026, its #76 holding.
  • Worthington Financial Partners first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,611 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.