Crestwood Advisors Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.28M | Buy |
5,923
+741
| +14% | +$165K | 0.02% | 285 |
|
|
2026
Q1 | $1.03M | Buy |
5,182
+1,209
| +30% | +$275K | 0.02% | 298 |
|
|
2025
Q4 | $863K | Buy |
3,973
+647
| +19% | +$133K | 0.01% | 301 |
|
|
2025
Q3 | $718K | Buy |
3,326
+458
| +16% | +$103K | 0.01% | 315 |
|
|
2025
Q2 | $601K | Buy |
2,868
+436
| +18% | +$82.4K | 0.01% | 323 |
|
|
2025
Q1 | $415K | Sell |
2,432
-13
| -0.5% | -$2.25K | 0.01% | 369 |
|
|
2024
Q4 | $433K | Sell |
2,445
-413
| -14% | -$64.8K | 0.01% | 327 |
|
|
2024
Q3 | $435K | Sell |
2,858
-277
| -9% | -$47.5K | 0.01% | 313 |
|
|
2024
Q2 | $571K | Buy |
3,135
+135
| +5% | +$24.1K | 0.01% | 265 |
|
|
2024
Q1 | $579K | Sell |
3,000
-57
| -2% | -$11.7K | 0.01% | 257 |
|
|
2023
Q4 | $797K | Buy |
3,057
+154
| +5% | +$32.9K | 0.02% | 229 |
|
|
2023
Q3 | $556K | Buy |
2,903
+1,660
| +134% | +$363K | 0.01% | 237 |
|
|
2023
Q2 | $262K | Sell |
1,243
-101
| -8% | -$21K | 0.01% | 224 |
|
|
2023
Q1 | $286K | Sell |
1,344
-618
| -31% | -$128K | 0.01% | 225 |
|
|
2022
Q4 | $374K | Buy |
1,962
+118
| +6% | +$19.3K | 0.01% | 209 |
|
|
2022
Q3 | $223K | Sell |
1,844
-25
| -1% | -$3.83K | 0.01% | 243 |
|
|
2022
Q2 | $256K | Sell |
1,869
-133
| -7% | -$19.6K | 0.01% | 234 |
|
|
2022
Q1 | $383K | Sell |
2,002
-376
| -16% | -$75.5K | 0.01% | 221 |
|
|
2021
Q4 | $479K | Buy |
2,378
+174
| +8% | +$36.8K | 0.01% | 207 |
|
|
2021
Q3 | $485K | Sell |
2,204
-20
| -0.9% | -$4.46K | 0.01% | 199 |
|
|
2021
Q2 | $533K | Buy |
2,224
+10
| +0.5% | +$2.42K | 0.02% | 195 |
|
|
2021
Q1 | $564K | Sell |
2,214
-491
| -18% | -$109K | 0.02% | 187 |
|
|
2020
Q4 | $579K | Buy |
2,705
+38
| +1% | +$7.3K | 0.02% | 182 |
|
|
2020
Q3 | $441K | Sell |
2,667
-16
| -0.6% | -$2.73K | 0.02% | 173 |
|
|
2020
Q2 | $492K | Sell |
2,683
-135
| -5% | -$20.8K | 0.02% | 165 |
|
|
2020
Q1 | $420K | Sell |
2,818
-374
| -12% | -$102K | 0.02% | 162 |
|
|
2019
Q4 | $1.04M | Sell |
3,192
-431
| -12% | -$153K | 0.04% | 134 |
|
|
2019
Q3 | $1.38M | Sell |
3,623
-643
| -15% | -$230K | 0.06% | 116 |
|
|
2019
Q2 | $1.55M | Buy |
4,266
+722
| +20% | +$263K | 0.07% | 114 |
|
|
2019
Q1 | $1.35M | Buy |
3,544
+549
| +18% | +$211K | 0.1% | 72 |
|
|
2018
Q4 | $966K | Sell |
2,995
-10
| -0.3% | -$3.46K | 0.08% | 80 |
|
|
2018
Q3 | $1.12M | Buy |
3,005
+86
| +3% | +$30.2K | 0.08% | 75 |
|
|
2018
Q2 | $988K | Buy |
2,919
+280
| +11% | +$96.3K | 0.07% | 78 |
|
|
2018
Q1 | $865K | Buy |
2,639
+17
| +0.6% | +$5.74K | 0.07% | 78 |
|
|
2017
Q4 | $773K | Sell |
2,622
-127
| -5% | -$34.4K | 0.06% | 86 |
|
|
2017
Q3 | $699K | Hold |
2,749
| – | – | 0.06% | 89 |
|
|
2017
Q2 | $663K | Sell |
2,749
-153
| -5% | -$28.5K | 0.06% | 89 |
|
|
2017
Q1 | $532K | Sell |
2,902
-187
| -6% | -$31.9K | 0.05% | 97 |
|
|
2016
Q4 | $481K | Buy |
3,089
+110
| +4% | +$16.1K | 0.05% | 101 |
|
|
2016
Q3 | $392K | Sell |
2,979
-640
| -18% | -$84.3K | 0.05% | 87 |
|
|
2016
Q2 | $470K | Buy |
3,619
+225
| +7% | +$29.3K | 0.06% | 82 |
|
|
2016
Q1 | $431K | Sell |
3,394
-915
| -21% | -$114K | 0.05% | 93 |
|
|
2015
Q4 | $623K | Buy |
4,309
+1,040
| +32% | +$150K | 0.08% | 86 |
|
|
2015
Q3 | $428K | Sell |
3,269
-2,050
| -39% | -$284K | 0.06% | 90 |
|
|
2015
Q2 | $738K | Buy |
5,319
+2,060
| +63% | +$300K | 0.1% | 75 |
|
|
2015
Q1 | $489K | Sell |
3,259
-129
| -4% | -$18.8K | 0.07% | 82 |
|
|
2014
Q4 | $440K | Buy |
3,388
+519
| +18% | +$65.8K | 0.07% | 83 |
|
|
2014
Q3 | $365K | Sell |
2,869
-150
| -5% | -$18.9K | 0.06% | 86 |
|
|
2014
Q2 | $384K | Buy |
3,019
+678
| +29% | +$88.5K | 0.06% | 85 |
|
|
2014
Q1 | $294K | Sell |
2,341
-395
| -14% | -$51.5K | 0.05% | 99 |
|
|
2013
Q4 | $373K | Buy |
2,736
+645
| +31% | +$83.8K | 0.06% | 88 |
|
|
2013
Q3 | $246K | Sell |
2,091
-372
| -15% | -$40.1K | 0.04% | 115 |
|
|
2013
Q2 | $252K | Buy |
+2,463
| New | +$234K | 0.05% | 110 |
|
Other funds holding BA
Crestwood Advisors Group's BA Position: Q2 2026 in Review
Crestwood Advisors Group increased its Boeing (BA) stake by 14% in Q2 2026, buying an estimated $165K and bringing the position to 5,923 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #285.
Crestwood Advisors Group first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.55M in Q2 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Crestwood Advisors Group held 5,923 shares of Boeing worth $1.28M as of Q2 2026.
- Crestwood Advisors Group bought 741 Boeing shares in Q2 2026, an estimated $165K.
- Boeing made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #285 holding.
- Crestwood Advisors Group first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
- Crestwood Advisors Group's Boeing position peaked at $1.55M in Q2 2019.
- 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.