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Cornerstone Planning Group’s Boeing BA Stock Holding History

Cornerstone Planning 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 		$60.5K Sell
290
-24
-8% -$5.34K 0.01% 357
2026
Q1 		$70.5K Sell
314
-163
-34% -$37.1K 0.01% 319
2025
Q4 		$115K Buy
477
+275
+136% +$56.6K 0.02% 197
2025
Q3 		$40.4K Buy
202
+47
+30% +$10.6K 0.01% 389
2025
Q2 		$34.9K Sell
155
-473
-75% -$89.3K 0.01% 300
2025
Q1 		$108K Buy
628
+336
+115% +$58.2K 0.03% 134
2024
Q4 		$51.1K Buy
292
+228
+356% +$35.8K 0.01% 182
2024
Q3 		$9.79K Sell
64
-1
-2% -$171 ﹤0.01% 414
2024
Q2 		$10.9K Buy
65
+29
+81% +$5.17K ﹤0.01% 423
2024
Q1 		$6.47K Buy
36
+2
+6% +$411 ﹤0.01% 484
2023
Q4 		$8.86K Sell
34
-23
-40% -$4.92K ﹤0.01% 451
2023
Q3 		$10.9K Buy
57
+56
+5,600% +$12.3K ﹤0.01% 405
2023
Q2 		$211 Buy
+1
New +$208 ﹤0.01% 1515
2022
Q4 		$10.8K Buy
+52
New +$8.51K ﹤0.01% 615

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 Planning Group's BA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Boeing (BA) stake by 7.6% in Q2 2026, selling an estimated $5.34K and leaving 290 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #357.

Cornerstone Planning Group first reported a position in BA in Q4 2022 and has held it in 14 quarters since. The position peaked at $115K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cornerstone Planning Group held 290 shares of Boeing worth $60.5K as of Q2 2026.
  • Cornerstone Planning Group sold 24 Boeing shares in Q2 2026, an estimated $5.34K.
  • Boeing made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #357 holding.
  • Cornerstone Planning Group first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Boeing position peaked at $115K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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