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Gerald Baker Financial Group’s Boeing BA Stock Holding History

Gerald Baker Financial 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 		$802K Buy
3,703
+528
+17% +$117K 0.23% 71
2026
Q1 		$632K Buy
+3,175
New +$723K 0.2% 79

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

Gerald Baker Financial Group's BA Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Boeing (BA) stake by 17% in Q2 2026, buying an estimated $117K and bringing the position to 3,703 shares worth $802K. The position accounts for 0.23% of the portfolio, ranked #71.

Gerald Baker Financial Group first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Gerald Baker Financial Group held 3,703 shares of Boeing worth $802K as of Q2 2026.
  • Gerald Baker Financial Group bought 528 Boeing shares in Q2 2026, an estimated $117K.
  • Boeing made up 0.23% of Gerald Baker Financial Group's portfolio in Q2 2026, its #71 holding.
  • Gerald Baker Financial Group first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.