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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pinnacle Wealth Management Group's BA Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its Boeing (BA) position steady in Q2 2026 at 3,272 shares worth $708K. The position accounts for 0.33% of the portfolio, ranked #55.

Pinnacle Wealth Management Group first reported a position in BA in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2023. 576 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Pinnacle Wealth Management Group held 3,272 shares of Boeing worth $708K as of Q2 2026.
Pinnacle Wealth Management Group left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.33% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #55 holding.
Pinnacle Wealth Management Group first reported a position in Boeing in Q2 2021 and has held it in 20 quarters since.
Pinnacle Wealth Management Group's Boeing position peaked at $1.43M in Q4 2023.
576 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.