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Beacon Capital Management Inc (Ohio)’s Boeing BA Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		$186K Hold
1,000
– – 0.01% 62
2026
Q2 		$216K Hold
1,000
– – 0.01% 60
2026
Q1 		$199K Hold
1,000
– – 0.01% 58
2025
Q4 		$217K Hold
1,000
– – 0.01% 56
2025
Q3 		$216K Hold
1,000
– – 0.01% 57
2025
Q2 		$210K Hold
1,000
– – 0.01% 36
2025
Q1 		$208K Buy
+1,000
New +$173K 0.01% 35
2024
Q1 		– Sell
-1,000
Closed -$261K – 32
2023
Q4 		$261K Buy
+1,000
New +$214K 0.01% 26
2020
Q4 		– Sell
-34
Closed -$6K – 83
2020
Q3 		$6K Buy
+34
New +$5.79K ﹤0.01% 51
2017
Q2 		– Sell
-1
Closed – – 78
2017
Q1 		$0 Buy
+1
New +$170 ﹤0.01% 82
2016
Q3 		– Sell
-40
Closed -$5K – 107
2016
Q2 		$5K Hold
40
– – ﹤0.01% 112
2016
Q1 		$5K Sell
40
-2
-5% -$248 ﹤0.01% 134
2015
Q4 		$6K Buy
42
+1
+2% +$144 ﹤0.01% 154
2015
Q3 		$5K Buy
41
+1
+3% +$139 ﹤0.01% 160
2015
Q2 		$6K Hold
40
– – ﹤0.01% 170
2015
Q1 		$6K Hold
40
– – ﹤0.01% 178
2014
Q4 		$5K Hold
40
– – ﹤0.01% 170
2014
Q3 		$5K Hold
40
– – ﹤0.01% 176
2014
Q2 		$5K Sell
40
-3
-7% -$392 ﹤0.01% 175
2014
Q1 		$5K Buy
43
+3
+8% +$391 ﹤0.01% 173
2013
Q4 		$5K Buy
+40
New +$5.2K ﹤0.01% 166

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
CGH
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s BA Position: Q3 2026 in Review

Beacon Capital Management Inc (Ohio) held its Boeing (BA) position steady in Q3 2026 at 1,000 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #62.

Beacon Capital Management Inc (Ohio) first reported a position in BA in Q4 2013 and has held it in 21 quarters since. The position peaked at $261K in Q4 2023. 268 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Beacon Capital Management Inc (Ohio) held 1,000 shares of Boeing worth $186K as of Q3 2026.
  • Beacon Capital Management Inc (Ohio) left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q3 2026, its #62 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Boeing in Q4 2013 and has held it in 21 quarters since.
  • Beacon Capital Management Inc (Ohio)'s Boeing position peaked at $261K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2026, filed 13 Oct 2026.