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Cornerstone Financial Management’s Boeing BA Stock Holding History

Cornerstone Financial Management’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 		$61K Buy
282
+47
+20% +$10.5K 0.05% 149
2026
Q1 		$46.8K Buy
235
+8
+4% +$1.82K 0.04% 136
2025
Q4 		$49.3K Buy
+227
New +$46.7K 0.05% 131

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

Cornerstone Financial Management's BA Position: Q2 2026 in Review

Cornerstone Financial Management increased its Boeing (BA) stake by 20% in Q2 2026, buying an estimated $10.5K and bringing the position to 282 shares worth $61K. The position accounts for 0.05% of the portfolio, ranked #149.

Cornerstone Financial Management first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cornerstone Financial Management held 282 shares of Boeing worth $61K as of Q2 2026.
  • Cornerstone Financial Management bought 47 Boeing shares in Q2 2026, an estimated $10.5K.
  • Boeing made up 0.05% of Cornerstone Financial Management's portfolio in Q2 2026, its #149 holding.
  • Cornerstone Financial Management first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.