CGC Financial Services’s Boeing BA Stock Holding History

CGC Financial Services’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	$110K	Sell	508 -197	-28%	-$43.8K	0.02%	95
2026 Q1	$140K	Hold	705	–	–	0.04%	79
2025 Q4	$153K	Hold	705	–	–	0.04%	78
2025 Q3	$152K	Hold	705	–	–	0.04%	72
2025 Q2	$148K	Hold	705	–	–	0.05%	68
2025 Q1	$120K	Sell	705 -10	-1%	-$1.73K	0.05%	70
2024 Q4	$127K	Sell	715 -4	-0.6%	-$628	0.05%	68
2024 Q3	$109K	Hold	719	–	–	0.04%	69
2024 Q2	$131K	Hold	719	–	–	0.06%	63
2024 Q1	$139K	Hold	719	–	–	0.07%	61
2023 Q4	$187K	Hold	719	–	–	0.09%	57
2023 Q3	$138K	Sell	719 -14	-2%	-$3.06K	0.1%	52
2023 Q2	$155K	Buy	+733	New	+$152K	0.1%	51

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

CGC Financial Services's BA Position: Q2 2026 in Review

CGC Financial Services reduced its Boeing (BA) stake by 28% in Q2 2026, selling an estimated $43.8K and leaving 508 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #95.

CGC Financial Services first reported a position in BA in Q2 2023 and has held it in 13 quarters since. The position peaked at $187K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

CGC Financial Services held 508 shares of Boeing worth $110K as of Q2 2026.
CGC Financial Services sold 197 Boeing shares in Q2 2026, an estimated $43.8K.
Boeing made up 0.02% of CGC Financial Services's portfolio in Q2 2026, its #95 holding.
CGC Financial Services first reported a position in Boeing in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Boeing position peaked at $187K in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.