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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s BA Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) held its Boeing (BA) position steady in Q2 2026 at 1,000 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #60.

Beacon Capital Management Inc (Ohio) first reported a position in BA in Q4 2013 and has held it in 20 quarters since. The position peaked at $261K in Q4 2023. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 1,000 shares of Boeing worth $216K as of Q2 2026.
Beacon Capital Management Inc (Ohio) left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #60 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Boeing in Q4 2013 and has held it in 20 quarters since.
Beacon Capital Management Inc (Ohio)'s Boeing position peaked at $261K in Q4 2023.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.