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Goldstone Financial Group’s Boeing BA Stock Holding History

Goldstone 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 		$1.22M Buy
5,639
+824
+17% +$183K 0.11% 111
2026
Q1 		$958K Sell
4,815
-544
-10% -$124K 0.1% 120
2025
Q4 		$1.16M Buy
5,359
+144
+3% +$29.6K 0.13% 100
2025
Q3 		$1.13M Buy
5,215
+1,347
+35% +$304K 0.13% 100
2025
Q2 		$835K Buy
3,868
+2,238
+137% +$423K 0.11% 113
2025
Q1 		$278K Buy
+1,630
New +$282K 0.04% 173
2024
Q3 		– Sell
-1,144
Closed -$208K – 194
2024
Q2 		$208K Buy
1,144
+35
+3% +$6.24K 0.04% 174
2024
Q1 		$214K Sell
1,109
-458
-29% -$94.1K 0.05% 156
2023
Q4 		$408K Buy
1,567
+475
+43% +$102K 0.11% 102
2023
Q3 		$209K Buy
1,092
+37
+4% +$8.1K 0.06% 146
2023
Q2 		$223K Buy
1,055
+61
+6% +$12.7K 0.07% 157
2023
Q1 		$211K Buy
+994
New +$207K 0.07% 144

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

Goldstone Financial Group's BA Position: Q2 2026 in Review

Goldstone Financial Group increased its Boeing (BA) stake by 17% in Q2 2026, buying an estimated $183K and bringing the position to 5,639 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #111.

Goldstone Financial Group first reported a position in BA in Q1 2023 and has held it in 12 quarters since. 2,619 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Goldstone Financial Group held 5,639 shares of Boeing worth $1.22M as of Q2 2026.
  • Goldstone Financial Group bought 824 Boeing shares in Q2 2026, an estimated $183K.
  • Boeing made up 0.11% of Goldstone Financial Group's portfolio in Q2 2026, its #111 holding.
  • Goldstone Financial Group first reported a position in Boeing in Q1 2023 and has held it in 12 quarters since.
  • 2,619 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.