JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC BA — BOEING CO

Ownership history in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC  ·  3 quarters on record

AI Ownership Summary

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported BOEING CO (BA) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 1.78% in 2026 Q1. The latest visible filing shows BA at 1.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's position in BOEING CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BA was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BA stock page JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC fund profile JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC full holdings
How JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 8,416 -1,577 -15.8% 1.12% $1.6M 2026-10-09 $190.37
2026 Q2 REDUCED 74.9% -14.8% ✅ 9,993 -29,879 -74.9% 1.69% $2.2M 2026-07-24 $209.52
2026 Q1 INITIATED — — — 39,872 — — 1.78% $8.7M 2026-05-15 $220.49

🏢 Other funds also holding BA

As of 2026 Q3 — sorted by position size

McAlister, Sweet & Associates, Inc. 3Y 5.34% CACTI ASSET MANAGEMENT LLC 3Y 7Y 2.13% MFG WEALTH MANAGEMENT, INC. 1.95% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 1.79% Capital Planning LLC 3Y 1.77% Michael J. Porro & Co. Financial Advisors, Inc. 1.56% Douglas Lane & Associates, LLC 3Y 7Y 1.08% Parrish Capital LLC 0.98% MFA WEALTH ADVISORS, LLC 3Y 7Y 0.73% JACOBS & CO/CA 3Y 7Y 0.71%

FAQ About JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC and BA

These are the practical questions this page is built to answer before you even open the full history table.

How long has JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported owning BA?

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported BA across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported BA position in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for BA was 1.78% in 2026 Q1.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q3, when JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 8,416 shares, equal to 1.12% of portfolio, with an estimated market value of $1.6M.

What does the chart on this BA ownership page compare?

The chart compares JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's quarterly BA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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