Planning Strategies Inc.’s Boeing BA Stock Holding History

Planning Strategies Inc.’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	$64.3K	Buy	+297	New	+$66.1K	0.04%	139

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s BA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Boeing (BA) in Q2 2026: 297 shares worth $64.3K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings.

1,011 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Planning Strategies Inc. held 297 shares of Boeing worth $64.3K as of Q2 2026.
Boeing was a new Planning Strategies Inc. position in Q2 2026.
Boeing made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #139 holding.
1,011 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.