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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
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

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 $3.37T AUM 44.26% 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

Cardinal Point Capital Management's BA Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Boeing (BA) stake by 10% in Q2 2026, selling an estimated $44.5K and leaving 1,770 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #209.

Cardinal Point Capital Management first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $463K in Q2 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cardinal Point Capital Management held 1,770 shares of Boeing worth $383K as of Q2 2026.
  • Cardinal Point Capital Management sold 200 Boeing shares in Q2 2026, an estimated $44.5K.
  • Boeing made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #209 holding.
  • Cardinal Point Capital Management first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's Boeing position peaked at $463K in Q2 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.