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Zhang Financial’s Boeing BA Stock Holding History

Zhang 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 		$706K Sell
3,260
-31
-0.9% -$6.9K 0.02% 228
2026
Q1 		$655K Buy
3,291
+1,506
+84% +$343K 0.02% 221
2025
Q4 		$388K Buy
1,785
+303
+20% +$62.3K 0.01% 242
2025
Q3 		$320K Sell
1,482
-34
-2% -$7.67K 0.01% 258
2025
Q2 		$318K Buy
1,516
+311
+26% +$58.7K 0.01% 238
2025
Q1 		$206K Sell
1,205
-68
-5% -$11.8K 0.01% 290
2024
Q4 		$225K Sell
1,273
-266
-17% -$41.7K 0.01% 268
2024
Q3 		$234K Buy
1,539
+40
+3% +$6.86K 0.01% 253
2024
Q2 		$273K Buy
1,499
+5
+0.3% +$891 0.02% 233
2024
Q1 		$288K Sell
1,494
-96
-6% -$19.7K 0.02% 227
2023
Q4 		$414K Buy
1,590
+279
+21% +$59.7K 0.04% 194
2023
Q3 		$251K Sell
1,311
-29
-2% -$6.34K 0.03% 208
2023
Q2 		$283K Buy
1,340
+49
+4% +$10.2K 0.03% 204
2023
Q1 		$274K Hold
1,291
– – 0.03% 196
2022
Q4 		$246K Buy
+1,291
New +$211K 0.03% 202
2020
Q1 		– Sell
-644
Closed -$210K – 92
2019
Q4 		$210K Buy
+644
New +$228K 0.08% 97
2018
Q3 		– Sell
-616
Closed -$207K – 79
2018
Q2 		$207K Buy
+616
New +$212K 0.11% 73

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
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

Zhang Financial's BA Position: Q2 2026 in Review

Zhang Financial reduced its Boeing (BA) stake by 0.94% in Q2 2026, selling an estimated $6.9K and leaving 3,260 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #228.

Zhang Financial first reported a position in BA in Q2 2018 and has held it in 17 quarters since. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Zhang Financial held 3,260 shares of Boeing worth $706K as of Q2 2026.
  • Zhang Financial sold 31 Boeing shares in Q2 2026, an estimated $6.9K.
  • Boeing made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #228 holding.
  • Zhang Financial first reported a position in Boeing in Q2 2018 and has held it in 17 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.