Cardinal Point Capital Management
BA icon

Cardinal Point Capital Management’s Boeing BA Stock Holding History

Cardinal Point Capital Management’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 		$329K Hold
1,770
– – 0.02% 227
2026
Q2 		$383K Sell
1,770
-200
-10% -$44.5K 0.02% 209
2026
Q1 		$392K Hold
1,970
– – 0.02% 196
2025
Q4 		$428K Buy
1,970
+60
+3% +$12.3K 0.03% 171
2025
Q3 		$412K Sell
1,910
-300
-14% -$67.6K 0.03% 173
2025
Q2 		$463K Buy
+2,210
New +$417K 0.04% 154

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cardinal Point Capital Management's BA Position: Q3 2026 in Review

Cardinal Point Capital Management held its Boeing (BA) position steady in Q3 2026 at 1,770 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #227.

Cardinal Point Capital Management first reported a position in BA in Q2 2025 and has held it in 6 quarters since. The position peaked at $463K in Q2 2025. 1,964 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Cardinal Point Capital Management held 1,770 shares of Boeing worth $329K as of Q3 2026.
  • Cardinal Point Capital Management left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.02% of Cardinal Point Capital Management's portfolio in Q3 2026, its #227 holding.
  • Cardinal Point Capital Management first reported a position in Boeing in Q2 2025 and has held it in 6 quarters since.
  • Cardinal Point Capital Management's Boeing position peaked at $463K in Q2 2025.
  • 1,964 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.