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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
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

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

Patrick M. Sweeney & Associates's BA Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Boeing (BA) stake by 2.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 4,531 shares worth $981K. The position accounts for 0.56% of the portfolio, ranked #43.

Patrick M. Sweeney & Associates first reported a position in BA in Q4 2023 and has held it in 11 quarters since. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Patrick M. Sweeney & Associates held 4,531 shares of Boeing worth $981K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 100 Boeing shares in Q2 2026, an estimated $22.2K.
  • Boeing made up 0.56% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #43 holding.
  • Patrick M. Sweeney & Associates first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.