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Brookwood Investment Group’s Boeing BA Stock Holding History

Brookwood Investment Group’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 		$530K Buy
2,447
+217
+10% +$48.3K 0.06% 290
2026
Q1 		$444K Buy
2,230
+624
+39% +$142K 0.05% 306
2025
Q4 		$349K Sell
1,606
-4,484
-74% -$922K 0.04% 361
2025
Q3 		$1.31M Buy
6,090
+2,424
+66% +$547K 0.17% 112
2025
Q2 		$768K Buy
3,666
+3
+0.1% +$567 0.12% 172
2025
Q1 		$625K Buy
+3,663
New +$634K 0.11% 187

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brookwood Investment Group's BA Position: Q2 2026 in Review

Brookwood Investment Group increased its Boeing (BA) stake by 9.7% in Q2 2026, buying an estimated $48.3K and bringing the position to 2,447 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #290.

Brookwood Investment Group first reported a position in BA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q3 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Brookwood Investment Group held 2,447 shares of Boeing worth $530K as of Q2 2026.
  • Brookwood Investment Group bought 217 Boeing shares in Q2 2026, an estimated $48.3K.
  • Boeing made up 0.06% of Brookwood Investment Group's portfolio in Q2 2026, its #290 holding.
  • Brookwood Investment Group first reported a position in Boeing in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Boeing position peaked at $1.31M in Q3 2025.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.