Greatmark Investment Partners’s Boeing BA Stock Holding History

Greatmark Investment Partners’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	–	Sell	-1,200	Closed	-$239K	–	154
2026 Q1	$239K	Hold	1,200	–	–	0.03%	138
2025 Q4	$261K	Hold	1,200	–	–	0.03%	129
2025 Q3	$259K	Hold	1,200	–	–	0.03%	128
2025 Q2	$251K	Hold	1,200	–	–	0.03%	130
2025 Q1	$205K	Sell	1,200 -1,177	-50%	-$204K	0.03%	136
2024 Q4	$421K	Hold	2,377	–	–	0.06%	101
2024 Q3	$361K	Sell	2,377 -275	-10%	-$47.2K	0.05%	105
2024 Q2	$483K	Hold	2,652	–	–	0.07%	90
2024 Q1	$512K	Sell	2,652 -404	-13%	-$83K	0.07%	89
2023 Q4	$797K	Buy	3,056 +104	+4%	+$22.2K	0.12%	77
2023 Q3	$566K	Hold	2,952	–	–	0.1%	82
2023 Q2	$623K	Hold	2,952	–	–	0.1%	84
2023 Q1	$627K	Hold	2,952	–	–	0.11%	81
2022 Q4	$562K	Hold	2,952	–	–	0.1%	82
2022 Q3	$357K	Hold	2,952	–	–	0.07%	98
2022 Q2	$404K	Hold	2,952	–	–	0.08%	98
2022 Q1	$565K	Hold	2,952	–	–	0.09%	88
2021 Q4	$594K	Hold	2,952	–	–	0.1%	90
2021 Q3	$649K	Hold	2,952	–	–	0.12%	83
2021 Q2	$707K	Hold	2,952	–	–	0.13%	81
2021 Q1	$752K	Hold	2,952	–	–	0.15%	76
2020 Q4	$632K	Hold	2,952	–	–	0.14%	73
2020 Q3	$488K	Buy	2,952 +300	+11%	+$51.1K	0.12%	84
2020 Q2	$486K	Hold	2,652	–	–	0.13%	79
2020 Q1	$396K	Buy	+2,652	New	+$726K	0.13%	76

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greatmark Investment Partners's BA Position: Q2 2026 in Review

Greatmark Investment Partners sold out of Boeing (BA) in Q2 2026, closing a stake of 1,200 shares — an estimated $239K sold.

Greatmark Investment Partners first reported a position in BA in Q1 2020 and held it in 25 quarters. The position peaked at $797K in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Greatmark Investment Partners reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Greatmark Investment Partners sold 1,200 Boeing shares in Q2 2026, an estimated $239K.
Greatmark Investment Partners first reported a position in Boeing in Q1 2020 and held it in 25 quarters.
Greatmark Investment Partners's Boeing position peaked at $797K in Q4 2023.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.