Clearstead Trust’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47.6K Hold
220
0.01% 324
2026
Q1
$43.8K Hold
220
0.01% 329
2025
Q4
$47.8K Sell
220
-93
-30% -$19.1K 0.01% 330
2025
Q3
$67.6K Sell
313
-2
-0.6% -$451 0.01% 282
2025
Q2
$66K Buy
315
+239
+314% +$45.1K 0.01% 283
2025
Q1
$13K Buy
76
+57
+300% +$9.87K ﹤0.01% 421
2024
Q4
$3.36K Buy
+19
New +$2.98K ﹤0.01% 406
2024
Q1
Sell
-40
Closed -$10.4K 428
2023
Q4
$10.4K Sell
40
-31
-44% -$6.63K ﹤0.01% 333
2023
Q3
$13.6K Hold
71
﹤0.01% 319
2023
Q2
$15K Hold
71
﹤0.01% 287
2023
Q1
$15.1K Sell
71
-470
-87% -$97.7K ﹤0.01% 279
2022
Q4
$103K Buy
541
+458
+552% +$74.9K 0.03% 180
2022
Q3
$10K Buy
83
+52
+168% +$7.97K ﹤0.01% 288
2022
Q2
$4K Hold
31
﹤0.01% 166
2022
Q1
$6K Hold
31
﹤0.01% 162
2021
Q4
$6K Hold
31
﹤0.01% 170
2021
Q3
$7K Hold
31
﹤0.01% 174
2021
Q2
$7K Buy
+31
New +$7.5K ﹤0.01% 150
2021
Q1
Sell
-31
Closed -$7K 105
2020
Q4
$7K Hold
31
﹤0.01% 160
2020
Q3
$5K Sell
31
-109
-78% -$18.6K ﹤0.01% 142
2020
Q2
$26K Hold
140
0.02% 126
2020
Q1
$21K Sell
140
-7,138
-98% -$1.95M 0.02% 140
2019
Q4
$2.37M Sell
7,278
-496
-6% -$176K 1.74% 23
2019
Q3
$2.96M Buy
7,774
+35
+0.5% +$12.5K 2.31% 13
2019
Q2
$2.82M Buy
7,739
+484
+7% +$176K 2.25% 13
2019
Q1
$2.77M Buy
7,255
+552
+8% +$212K 2.31% 12
2018
Q4
$2.16M Sell
6,703
-1,455
-18% -$503K 2.01% 15
2018
Q3
$3.03M Buy
8,158
+475
+6% +$167K 2.33% 17
2018
Q2
$2.58M Buy
7,683
+130
+2% +$44.7K 2.3% 17
2018
Q1
$2.48M Buy
7,553
+3,552
+89% +$1.2M 2.12% 17
2017
Q4
$1.18M Buy
4,001
+2,791
+231% +$756K 0.81% 42
2017
Q3
$308K Hold
1,210
0.23% 90
2017
Q2
$239K Sell
1,210
-175
-13% -$32.6K 0.19% 94
2017
Q1
$245K Sell
1,385
-20
-1% -$3.41K 0.2% 87
2016
Q4
$219K Buy
+1,405
New +$205K 0.2% 92

Other funds holding BA

Clearstead Trust's BA Position: Q2 2026 in Review

Clearstead Trust held its Boeing (BA) position steady in Q2 2026 at 220 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #324.

Clearstead Trust first reported a position in BA in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.03M in Q3 2018. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Clearstead Trust held 220 shares of Boeing worth $47.6K as of Q2 2026.
  • Clearstead Trust left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #324 holding.
  • Clearstead Trust first reported a position in Boeing in Q4 2016 and has held it in 35 quarters since.
  • Clearstead Trust's Boeing position peaked at $3.03M in Q3 2018.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.