Quantum Financial Planning Services, Inc. BA — BOEING CO

Ownership history in Quantum Financial Planning Services, Inc.  ·  6 quarters on record

AI Ownership Summary

Quantum Financial Planning Services, Inc. reported BOEING CO (BA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q4. The latest visible filing shows BA at 0.11% 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 Quantum Financial Planning Services, Inc.'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 Q1

BA was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Quantum Financial Planning Services, Inc. fund profile Quantum Financial Planning Services, Inc. full holdings
How Quantum Financial Planning Services, Inc. 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,595 — 0% 0.11% $317K 2026-04-14 $223.77
2025 Q4 REDUCED 6.9% -8.3% ✅ 1,595 -119 -6.9% 0.13% $346K 2026-01-15 $247.74
2025 Q3 UNCHANGED — — — 1,714 — 0% 0.15% $370K 2025-10-14 $214.30
2025 Q2 UNCHANGED — — — 1,714 — 0% 0.17% $359K 2025-07-25 $233.06
2025 Q1 REDUCED — — — 1,714 -12 -0.7% 0.16% $292K 2025-05-09 $194.85
2024 Q4 INITIATED — — — 1,726 — — 0.17% $306K 2025-01-23 $178.50

🏢 Other funds also holding BA

As of 2026 Q1 — sorted by position size

KING STREET CAPITAL MANAGEMENT, L.P. 3Y 7Y 15.68% Rovida Investment Management Ltd 15.4% Newport Trust Company, LLC 3Y 7Y 14.01% Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.99% Dilation Capital Management LP 10.88% Sender Co & Partners, Inc. 3Y 10.3% Welch Financial Planning, LLC 8.52% Pentwater Capital Management LP 3Y 7Y 7.3% Kite Lake Capital Management (UK) LLP 3Y 6.39% CMG Global Holdings, LLC 3Y 5.32%

FAQ About Quantum Financial Planning Services, Inc. and BA

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

How long has Quantum Financial Planning Services, Inc. reported owning BA?

Quantum Financial Planning Services, Inc. reported BA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BA position in Quantum Financial Planning Services, Inc.'s portfolio?

The largest reported portfolio weight for BA was 0.17% in 2024 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q1, when Quantum Financial Planning Services, Inc. reported 1,595 shares, equal to 0.11% of portfolio, with an estimated market value of $317K.

What does the chart on this BA ownership page compare?

The chart compares Quantum Financial Planning Services, Inc.'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.

How well did Quantum Financial Planning Services, Inc. time their BA position?

Based on 13F filing dates vs. subsequent BA price moves, Quantum Financial Planning Services, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BA relative to SPY over the holding period was +6.9%.

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