Pinnacle Wealth Management Group
BA icon

Pinnacle Wealth Management Group’s Boeing BA Stock Holding History

Pinnacle Wealth Management 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
Q3 		$641K Buy
3,447
+175
+5% +$37.5K 0.29% 59
2026
Q2 		$708K Hold
3,272
– – 0.33% 55
2026
Q1 		$651K Sell
3,272
-20
-0.6% -$4.55K 0.32% 56
2025
Q4 		$715K Sell
3,292
-65
-2% -$13.4K 0.36% 53
2025
Q3 		$725K Sell
3,357
-30
-0.9% -$6.76K 0.37% 50
2025
Q2 		$710K Buy
+3,387
New +$640K 0.41% 47
2025
Q1 		– Sell
-3,866
Closed -$684K – 113
2024
Q4 		$684K Sell
3,866
-545
-12% -$85.5K 0.43% 47
2024
Q3 		$671K Sell
4,411
-125
-3% -$21.4K 0.42% 48
2024
Q2 		$826K Sell
4,536
-955
-17% -$170K 0.56% 38
2024
Q1 		$1.06M Buy
5,491
+5
+0.1% +$1.03K 0.79% 34
2023
Q4 		$1.43M Hold
5,486
– – 1.17% 28
2023
Q3 		$1.05M Sell
5,486
-100
-2% -$21.9K 0.96% 30
2023
Q2 		$1.18M Sell
5,586
-80
-1% -$16.6K 1.03% 29
2023
Q1 		$1.2M Sell
5,666
-155
-3% -$32.2K 1.04% 29
2022
Q4 		$1.11M Buy
5,821
+100
+2% +$16.4K 0.98% 31
2022
Q3 		$693K Hold
5,721
– – 0.61% 40
2022
Q2 		$782K Hold
5,721
– – 0.65% 38
2022
Q1 		$1.1M Buy
5,721
+1,165
+26% +$234K 0.82% 32
2021
Q4 		$917K Sell
4,556
-91
-2% -$19.2K 0.68% 37
2021
Q3 		$1.02M Sell
4,647
-358
-7% -$79.8K 0.77% 36
2021
Q2 		$1.2M Buy
+5,005
New +$1.21M 0.87% 34

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pinnacle Wealth Management Group's BA Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its Boeing (BA) stake by 5.3% in Q3 2026, buying an estimated $37.5K and bringing the position to 3,447 shares worth $641K. The position accounts for 0.29% of the portfolio, ranked #59.

Pinnacle Wealth Management Group first reported a position in BA in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q4 2023. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Pinnacle Wealth Management Group held 3,447 shares of Boeing worth $641K as of Q3 2026.
  • Pinnacle Wealth Management Group bought 175 Boeing shares in Q3 2026, an estimated $37.5K.
  • Boeing made up 0.29% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #59 holding.
  • Pinnacle Wealth Management Group first reported a position in Boeing in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Boeing position peaked at $1.43M in Q4 2023.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.