Patrick M. Sweeney & Associates’s Boeing BA Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$839K	Sell	4,509 -22	-0.5%	-$4.72K	0.47%	48
2026 Q2	$981K	Buy	4,531 +100	+2%	+$22.2K	0.56%	43
2026 Q1	$882K	Buy	4,431 +91	+2%	+$20.7K	0.57%	44
2025 Q4	$942K	Buy	4,340 +299	+7%	+$61.5K	0.59%	41
2025 Q3	$872K	Buy	4,041 +50	+1%	+$11.3K	0.56%	42
2025 Q2	$862K	Buy	3,991 +337	+9%	+$63.7K	0.59%	41
2025 Q1	$623K	Buy	3,654 +100	+3%	+$17.3K	0.47%	55
2024 Q4	$629K	Sell	3,554 -308	-8%	-$48.3K	0.47%	56
2024 Q3	$587K	Buy	3,862 +186	+5%	+$31.9K	0.43%	61
2024 Q2	$663K	Buy	3,676 +236	+7%	+$42.1K	0.54%	49
2024 Q1	$664K	Sell	3,440 -24	-0.7%	-$4.93K	0.55%	43
2023 Q4	$903K	Buy	+3,464	New	+$741K	0.83%	30

Other funds holding BA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Patrick M. Sweeney & Associates's BA Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Boeing (BA) stake by 0.49% in Q3 2026, selling an estimated $4.72K and leaving 4,509 shares worth $839K. The position accounts for 0.47% of the portfolio, ranked #48.

Patrick M. Sweeney & Associates first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $981K in Q2 2026. 1,457 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Patrick M. Sweeney & Associates held 4,509 shares of Boeing worth $839K as of Q3 2026.
Patrick M. Sweeney & Associates sold 22 Boeing shares in Q3 2026, an estimated $4.72K.
Boeing made up 0.47% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #48 holding.
Patrick M. Sweeney & Associates first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Boeing position peaked at $981K in Q2 2026.
1,457 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.