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Cornerstone Wealth Group’s Boeing BA Stock Holding History

Cornerstone Wealth 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 		$566K Buy
2,615
+402
+18% +$89.4K 0.03% 227
2026
Q1 		$485K Buy
2,213
+669
+43% +$152K 0.03% 236
2025
Q4 		$335K Sell
1,544
-26
-2% -$5.35K 0.02% 262
2025
Q3 		$339K Buy
1,570
+35
+2% +$7.89K 0.02% 246
2025
Q2 		$322K Sell
1,535
-5
-0.3% -$944 0.02% 237
2025
Q1 		$263K Sell
1,540
-43
-3% -$7.44K 0.02% 244
2024
Q4 		$280K Buy
1,583
+267
+20% +$41.9K 0.02% 220
2024
Q3 		$200K Buy
+1,316
New +$226K 0.02% 257
2024
Q1 		– Sell
-16,632
Closed -$4.34M – 246
2023
Q4 		$4.34M Buy
16,632
+879
+6% +$188K 0.62% 49
2023
Q3 		$3.02M Buy
+15,753
New +$3.45M 0.54% 63
2022
Q2 		– Sell
-23,109
Closed -$4.42M – 132
2022
Q1 		$4.42M Buy
23,109
+6,709
+41% +$1.35M 0.81% 36
2021
Q4 		$3.3M Buy
+16,400
New +$3.46M 0.57% 66
2019
Q3 		– Sell
-7,891
Closed -$2.87M – 129
2019
Q2 		$2.87M Buy
7,891
+7,080
+873% +$2.58M 0.77% 31
2019
Q1 		$309K Buy
+811
New +$312K 0.08% 135

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 Wealth Group's BA Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Boeing (BA) stake by 18% in Q2 2026, buying an estimated $89.4K and bringing the position to 2,615 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #227.

Cornerstone Wealth Group first reported a position in BA in Q1 2019 and has held it in 14 quarters since. The position peaked at $4.42M in Q1 2022. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cornerstone Wealth Group held 2,615 shares of Boeing worth $566K as of Q2 2026.
  • Cornerstone Wealth Group bought 402 Boeing shares in Q2 2026, an estimated $89.4K.
  • Boeing made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #227 holding.
  • Cornerstone Wealth Group first reported a position in Boeing in Q1 2019 and has held it in 14 quarters since.
  • Cornerstone Wealth Group's Boeing position peaked at $4.42M in Q1 2022.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.