Cooper Financial Group’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 | $667K | Buy |
3,081
+852
| +38% | +$190K | 0.06% | 223 |
|
|
2026
Q1 | $444K | Buy |
2,229
+105
| +5% | +$23.9K | 0.04% | 265 |
|
|
2025
Q4 | $461K | Buy |
2,124
+387
| +22% | +$79.6K | 0.05% | 247 |
|
|
2025
Q3 | $375K | Sell |
1,737
-130
| -7% | -$29.3K | 0.04% | 271 |
|
|
2025
Q2 | $391K | Sell |
1,867
-419
| -18% | -$79.1K | 0.05% | 266 |
|
|
2025
Q1 | $390K | Sell |
2,286
-760
| -25% | -$132K | 0.05% | 274 |
|
|
2024
Q4 | $539K | Sell |
3,046
-153
| -5% | -$24K | 0.06% | 230 |
|
|
2024
Q3 | $486K | Buy |
3,199
+11
| +0.3% | +$1.89K | 0.06% | 246 |
|
|
2024
Q2 | $580K | Sell |
3,188
-49
| -2% | -$8.73K | 0.09% | 204 |
|
|
2024
Q1 | $625K | Sell |
3,237
-3,101
| -49% | -$637K | 0.1% | 182 |
|
|
2023
Q4 | $1.65M | Buy |
6,338
+347
| +6% | +$74.2K | 0.3% | 62 |
|
|
2023
Q3 | $1.15M | Sell |
5,991
-99
| -2% | -$21.7K | 0.28% | 83 |
|
|
2023
Q2 | $1.29M | Buy |
6,090
+235
| +4% | +$48.8K | 0.32% | 75 |
|
|
2023
Q1 | $1.24M | Sell |
5,855
-22
| -0.4% | -$4.57K | 0.34% | 75 |
|
|
2022
Q4 | $1.12M | Sell |
5,877
-6
| -0.1% | -$981 | 0.34% | 72 |
|
|
2022
Q3 | $712K | Sell |
5,883
-720
| -11% | -$110K | 0.26% | 97 |
|
|
2022
Q2 | $903K | Buy |
6,603
+318
| +5% | +$46.9K | 0.33% | 80 |
|
|
2022
Q1 | $1.2M | Buy |
6,285
+333
| +6% | +$66.8K | 0.46% | 51 |
|
|
2021
Q4 | $1.2M | Sell |
5,952
-7,788
| -57% | -$1.65M | 0.45% | 55 |
|
|
2021
Q3 | $3.02M | Sell |
13,740
-228
| -2% | -$50.8K | 0.63% | 31 |
|
|
2021
Q2 | $3.35M | Buy |
13,968
+206
| +1% | +$49.8K | 0.68% | 26 |
|
|
2021
Q1 | $3.51M | Sell |
13,762
-1,831
| -12% | -$407K | 0.79% | 25 |
|
|
2020
Q4 | $3.34M | Buy |
15,593
+1,702
| +12% | +$327K | 0.68% | 28 |
|
|
2020
Q3 | $2.3M | Buy |
13,891
+2,346
| +20% | +$400K | 0.66% | 28 |
|
|
2020
Q2 | $2.12M | Buy |
11,545
+663
| +6% | +$102K | 0.68% | 28 |
|
|
2020
Q1 | $1.62M | Buy |
10,882
+4,184
| +62% | +$1.15M | 0.68% | 25 |
|
|
2019
Q4 | $2.18M | Sell |
6,698
-300
| -4% | -$106K | 0.87% | 22 |
|
|
2019
Q3 | $2.66M | Buy |
6,998
+131
| +2% | +$46.8K | 1.2% | 18 |
|
|
2019
Q2 | $2.5M | Buy |
6,867
+422
| +7% | +$154K | 1.21% | 18 |
|
|
2019
Q1 | $2.46M | Buy |
6,445
+364
| +6% | +$140K | 1.35% | 18 |
|
|
2018
Q4 | $1.96M | Buy |
+6,081
| New | +$2.1M | 1.33% | 20 |
|
Other funds holding BA
Cooper Financial Group's BA Position: Q2 2026 in Review
Cooper Financial Group increased its Boeing (BA) stake by 38% in Q2 2026, buying an estimated $190K and bringing the position to 3,081 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #223.
Cooper Financial Group first reported a position in BA in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.51M in Q1 2021. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Cooper Financial Group held 3,081 shares of Boeing worth $667K as of Q2 2026.
- Cooper Financial Group bought 852 Boeing shares in Q2 2026, an estimated $190K.
- Boeing made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #223 holding.
- Cooper Financial Group first reported a position in Boeing in Q4 2018 and has held it in 31 quarters since.
- Cooper Financial Group's Boeing position peaked at $3.51M in Q1 2021.
- 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.