SEC 13F Intelligence

Welch Financial Planning, LLC / BA

Welch Financial Planning, LLC’s Boeing Co Position

Does Welch Financial Planning, LLC own Boeing Co (BA)? Yes59.5K shares worth $12M (+8.52% of its 13F portfolio) as of Q1 2026, down from 59.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
59.5K
% of Portfolio
+8.52%
Quarters Held
2
currently held

Position History BA

Reported value by quarter
Q4 ’25: $13MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.5K$12M+8.52%
Q4 202559.7K$13M+9.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Welch Financial Planning, LLC’s full portfolio or all institutional holders of BA.