Cornerstone Advisory’s Boeing BA Stock Holding History

Cornerstone Advisory’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	$578K	Buy	2,670 +133	+5%	+$29.6K	0.05%	151
2026 Q1	$505K	Buy	2,537 +31	+1%	+$7.06K	0.05%	152
2025 Q4	$544K	Buy	2,506 +30	+1%	+$6.17K	0.05%	148
2025 Q3	$534K	Buy	2,476 +56	+2%	+$12.6K	0.05%	149
2025 Q2	$507K	Buy	2,420 +22	+0.9%	+$4.16K	0.05%	147
2025 Q1	$446K	Sell	2,398 -433	-15%	-$74.9K	0.05%	148
2024 Q4	$522K	Buy	2,831 +378	+15%	+$59.3K	0.06%	138
2024 Q3	$373K	Sell	2,453 -691	-22%	-$118K	0.05%	157
2024 Q2	$572K	Sell	3,144 -236	-7%	-$42.1K	0.08%	117
2024 Q1	$652K	Sell	3,380 -1,099	-25%	-$226K	0.09%	123
2023 Q4	$1.17M	Sell	4,479 -335	-7%	-$71.6K	0.18%	74
2023 Q3	$923K	Buy	4,814 +291	+6%	+$63.7K	0.16%	85
2023 Q2	$955K	Buy	4,523 +381	+9%	+$79.1K	0.17%	85
2023 Q1	$880K	Sell	4,142 -495	-11%	-$103K	0.16%	92
2022 Q4	$883K	Buy	4,637 +359	+8%	+$58.7K	0.17%	84
2022 Q3	$518K	Buy	4,278 +105	+3%	+$16.1K	0.12%	116
2022 Q2	$571K	Sell	4,173 -290	-6%	-$42.8K	0.13%	105
2022 Q1	$855K	Buy	4,463 +563	+14%	+$113K	0.13%	121
2021 Q4	$785K	Buy	3,900 +485	+14%	+$102K	0.11%	136
2021 Q3	$751K	Buy	3,415 +13	+0.4%	+$2.9K	0.12%	132
2021 Q2	$815K	Hold	3,402	–	–	0.14%	119
2021 Q1	$867K	Buy	3,402 +247	+8%	+$54.9K	0.16%	108
2020 Q4	$675K	Buy	3,155 +474	+18%	+$91.1K	0.14%	120
2020 Q3	$443K	Buy	2,681 +1,201	+81%	+$205K	0.1%	133
2020 Q2	$271K	Buy	1,480 +50	+3%	+$7.69K	0.07%	148
2020 Q1	$213K	Sell	1,430 -994	-41%	-$272K	0.06%	142
2019 Q4	$790K	Sell	2,424 -175	-7%	-$62K	0.16%	86
2019 Q3	$989K	Sell	2,599 -13	-0.5%	-$4.65K	0.21%	72
2019 Q2	$951K	Buy	2,612 +23	+0.9%	+$8.39K	0.21%	71
2019 Q1	$987K	Buy	2,589 +80	+3%	+$30.8K	0.22%	71
2018 Q4	$809K	Buy	2,509 +200	+9%	+$69.1K	0.21%	77
2018 Q3	$859K	Sell	2,309 -200	-8%	-$70.3K	0.25%	70
2018 Q2	$842K	Hold	2,509	–	–	0.28%	69
2018 Q1	$823K	Sell	2,509 -224	-8%	-$75.7K	0.3%	65
2017 Q4	$806K	Buy	2,733 +189	+7%	+$51.2K	0.28%	68
2017 Q3	$647K	Sell	2,544 -165	-6%	-$38.5K	0.22%	75
2017 Q2	$536K	Hold	2,709	–	–	0.18%	86
2017 Q1	$479K	Hold	2,709	–	–	0.24%	62
2016 Q4	$422K	Hold	2,709	–	–	0.32%	52
2016 Q3	$357K	Hold	2,709	–	–	0.29%	54
2016 Q2	$352K	Hold	2,709	–	–	0.3%	55
2016 Q1	$344K	Sell	2,709 -18	-0.7%	-$2.23K	0.29%	56
2015 Q4	$394K	Buy	+2,727	New	+$393K	0.34%	48

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Cornerstone Advisory's BA Position: Q2 2026 in Review

Cornerstone Advisory increased its Boeing (BA) stake by 5.2% in Q2 2026, buying an estimated $29.6K and bringing the position to 2,670 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #151.

Cornerstone Advisory first reported a position in BA in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.17M in Q4 2023. 1,099 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Cornerstone Advisory held 2,670 shares of Boeing worth $578K as of Q2 2026.
Cornerstone Advisory bought 133 Boeing shares in Q2 2026, an estimated $29.6K.
Boeing made up 0.05% of Cornerstone Advisory's portfolio in Q2 2026, its #151 holding.
Cornerstone Advisory first reported a position in Boeing in Q4 2015 and has held it in 43 quarters since.
Cornerstone Advisory's Boeing position peaked at $1.17M in Q4 2023.
1,099 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.