Cornerstone Planning Group
BA icon

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
Q3 		– Sell
-290
Closed -$60.5K – 310
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 		$9.8K 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 +$8.5K ﹤0.01% 615

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Cornerstone Planning Group's BA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Boeing (BA) in Q3 2026, closing a stake of 290 shares — an estimated $60.5K sold.

Cornerstone Planning Group first reported a position in BA in Q4 2022 and held it in 14 quarters. The position peaked at $115K in Q4 2025. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 290 Boeing shares in Q3 2026, an estimated $60.5K.
  • Cornerstone Planning Group first reported a position in Boeing in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Boeing position peaked at $115K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.