SEC 13F Intelligence

Peloton Wealth Strategists / BA

Peloton Wealth Strategists’s Boeing Co Position

Does Peloton Wealth Strategists own Boeing Co (BA)? Not currently — the last reported position was 10.6K shares worth $3M in Q2 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2021
Shares
10.6K
% of Portfolio
+1.05%
Quarters Held
10
position exited

Position History BA

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ2 ’19Q3 ’19: $6MQ4 ’19: $5MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $2MQ4 ’20: $3MQ4 ’20Q2 ’21: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202110.6K$3M+1.05%
Q4 202013.5K$3M+1.43%
Q3 202014.0K$2M+1.30%
Q2 202014.6K$3M+1.68%
Q1 202015.1K$2M+1.83%
Q4 201914.9K$5M+2.94%
Q3 201914.6K$6M+3.56%
Q2 201913.3K$5M+3.23%
Q1 20199.5K$4M+2.51%
Q4 20188.1K$3M+2.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of BA.