Pinnacle Associates’s Boeing BA Stock Holding History

Pinnacle 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 Q1	$10.3M	Buy	51,558 +309	+0.6%	+$70.4K	0.13%	166
2025 Q4	$11.1M	Buy	51,249 +98	+0.2%	+$20.2K	0.14%	154
2025 Q3	$11M	Sell	51,151 -487	-0.9%	-$110K	0.15%	155
2025 Q2	$10.8M	Sell	51,638 -5	-0%	-$944	0.16%	150
2025 Q1	$8.81M	Buy	51,643 +1,086	+2%	+$188K	0.13%	171
2024 Q4	$8.95M	Sell	50,557 -11,721	-19%	-$1.84M	0.12%	176
2024 Q3	$16.2M	Buy	62,278 +3,869	+7%	+$663K	0.28%	103
2024 Q2	$10.6M	Buy	58,409 +288	+0.5%	+$51.3K	0.17%	145
2024 Q1	$11.2M	Sell	58,121 -4,157	-7%	-$854K	0.18%	147
2023 Q4	$16.2M	Buy	62,278 +9,925	+19%	+$2.12M	0.27%	104
2023 Q3	$10M	Buy	52,353 +936	+2%	+$205K	0.19%	137
2023 Q2	$10.9M	Buy	51,417 +708	+1%	+$147K	0.19%	137
2023 Q1	$10.8M	Buy	50,709 +3,556	+8%	+$739K	0.22%	131
2022 Q4	$8.98M	Buy	47,153 +1,503	+3%	+$246K	0.2%	138
2022 Q3	$5.53M	Buy	45,650 +474	+1%	+$72.7K	0.13%	185
2022 Q2	$6.18M	Sell	45,176 -31,056	-41%	-$4.58M	0.13%	180
2022 Q1	$14.6M	Sell	76,232 -3,170	-4%	-$636K	0.26%	114
2021 Q4	$16M	Sell	79,402 -7,650	-9%	-$1.62M	0.28%	109
2021 Q3	$19.1M	Buy	87,052 +23,160	+36%	+$5.17M	0.35%	78
2021 Q2	$15.3M	Sell	63,892 -1,253	-2%	-$303K	0.28%	107
2021 Q1	$16.6M	Buy	65,145 +12,782	+24%	+$2.84M	0.32%	90
2020 Q4	$11.2M	Sell	52,363 -6,229	-11%	-$1.2M	0.23%	119
2020 Q3	$9.68M	Sell	58,592 -5,974	-9%	-$1.02M	0.23%	117
2020 Q2	$11.8M	Sell	64,566 -5,724	-8%	-$880K	0.29%	98
2020 Q1	$10.5M	Sell	70,290 -19,711	-22%	-$5.4M	0.32%	91
2019 Q4	$29.3M	Buy	90,001 +594	+0.7%	+$210K	0.64%	43
2019 Q3	$34M	Buy	89,407 +3,656	+4%	+$1.31M	0.8%	28
2019 Q2	$31.2M	Buy	85,751 +14,004	+20%	+$5.11M	0.73%	36
2019 Q1	$27.4M	Sell	71,747 -2,914	-4%	-$1.12M	0.62%	45
2018 Q4	$24.1M	Buy	74,661 +9,787	+15%	+$3.38M	0.62%	45
2018 Q3	$24.1M	Sell	64,874 -9,280	-13%	-$3.26M	0.5%	57
2018 Q2	$24.9M	Buy	74,154 +2,777	+4%	+$955K	0.51%	55
2018 Q1	$23.4M	Buy	71,377 +1,817	+3%	+$614K	0.46%	57
2017 Q4	$20.5M	Sell	69,560 -1,875	-3%	-$508K	0.39%	77
2017 Q3	$18.2M	Sell	71,435 -703	-1%	-$164K	0.33%	84
2017 Q2	$14.3M	Buy	72,138 +66	+0.1%	+$12.3K	0.27%	100
2017 Q1	$12.7M	Sell	72,072 -725	-1%	-$123K	0.24%	110
2016 Q4	$11.3M	Sell	72,797 -758	-1%	-$111K	0.23%	117
2016 Q3	$9.69M	Buy	73,555 +746	+1%	+$98.3K	0.19%	128
2016 Q2	$9.46M	Sell	72,809 -30,590	-30%	-$3.99M	0.2%	125
2016 Q1	$13.1M	Sell	103,399 -7,701	-7%	-$956K	0.28%	97
2015 Q4	$16.1M	Buy	111,100 +1,793	+2%	+$258K	0.34%	81
2015 Q3	$14.3M	Buy	109,307 +1,960	+2%	+$272K	0.32%	82
2015 Q2	$14.9M	Sell	107,347 -1,896	-2%	-$277K	0.28%	93
2015 Q1	$16.4M	Buy	109,243 +739	+0.7%	+$108K	0.31%	82
2014 Q4	$14.1M	Buy	108,504 +362	+0.3%	+$45.9K	0.28%	94
2014 Q3	$13.8M	Buy	108,142 +1,303	+1%	+$164K	0.28%	96
2014 Q2	$13.6M	Sell	106,839 -673	-0.6%	-$87.9K	0.27%	97
2014 Q1	$13.5M	Sell	107,512 -2,019	-2%	-$263K	0.26%	96
2013 Q4	$14.9M	Sell	109,531 -3,557	-3%	-$462K	0.29%	91
2013 Q3	$13.3M	Sell	113,088 -1,766	-2%	-$190K	0.27%	101
2013 Q2	$11.8M	Buy	+114,854	New	+$10.9M	0.26%	100

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Associates's BA Position: Q1 2026 in Review

Pinnacle Associates increased its Boeing (BA) stake by 0.6% in Q1 2026, buying an estimated $70.4K and bringing the position to 51,558 shares worth $10.3M. The position accounts for 0.13% of the portfolio, ranked #166.

Pinnacle Associates first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $34M in Q3 2019. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Pinnacle Associates held 51,558 shares of Boeing worth $10.3M as of Q1 2026.
Pinnacle Associates bought 309 Boeing shares in Q1 2026, an estimated $70.4K.
Boeing made up 0.13% of Pinnacle Associates's portfolio in Q1 2026, its #166 holding.
Pinnacle Associates first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
Pinnacle Associates's Boeing position peaked at $34M in Q3 2019.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.