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Cornerstone Planning’s Boeing BA Stock Holding History

Cornerstone Planning’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 		$565K Sell
2,609
-6,476
-71% -$1.44M 0.13% 107
2026
Q1 		$1.81M Sell
9,085
-340
-4% -$77.4K 0.41% 85
2025
Q4 		$2.05M Buy
+9,425
New +$1.94M 0.48% 74
2024
Q4 		$1.47M Buy
+8,300
New +$1.3M 0.56% 71

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's BA Position: Q2 2026 in Review

Cornerstone Planning reduced its Boeing (BA) stake by 71% in Q2 2026, selling an estimated $1.44M and leaving 2,609 shares worth $565K. The position accounts for 0.13% of the portfolio, ranked #107.

Cornerstone Planning first reported a position in BA in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2025. 2,608 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cornerstone Planning held 2,609 shares of Boeing worth $565K as of Q2 2026.
  • Cornerstone Planning sold 6,476 Boeing shares in Q2 2026, an estimated $1.44M.
  • Boeing made up 0.13% of Cornerstone Planning's portfolio in Q2 2026, its #107 holding.
  • Cornerstone Planning first reported a position in Boeing in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Boeing position peaked at $2.05M in Q4 2025.
  • 2,608 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.