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Clayton Financial Group’s Boeing BA Stock Holding History

Clayton Financial 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 		$1.16M Sell
5,372
-118
-2% -$26.3K 0.64% 25
2026
Q1 		$1.09M Hold
5,490
– – 0.56% 27
2025
Q4 		$1.19M Buy
5,490
+158
+3% +$32.5K 0.61% 27
2025
Q3 		$1.15M Hold
5,332
– – 0.84% 19
2025
Q2 		$1.12M Sell
5,332
-807
-13% -$152K 1.33% 13
2025
Q1 		$1.05M Sell
6,139
-96
-2% -$16.6K 0.38% 42
2024
Q4 		$1.1M Buy
+6,235
New +$978K 0.4% 41

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

Clayton Financial Group's BA Position: Q2 2026 in Review

Clayton Financial Group reduced its Boeing (BA) stake by 2.1% in Q2 2026, selling an estimated $26.3K and leaving 5,372 shares worth $1.16M. The position accounts for 0.64% of the portfolio, ranked #25.

Clayton Financial Group first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Clayton Financial Group held 5,372 shares of Boeing worth $1.16M as of Q2 2026.
  • Clayton Financial Group sold 118 Boeing shares in Q2 2026, an estimated $26.3K.
  • Boeing made up 0.64% of Clayton Financial Group's portfolio in Q2 2026, its #25 holding.
  • Clayton Financial Group first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Clayton Financial Group's Boeing position peaked at $1.19M in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.