Pinnacle West Asset Management’s Boeing BA Stock Holding History

Pinnacle West Asset Management’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	$1M	Hold	4,640	–	–	0.69%	41
2026 Q1	$923K	Sell	4,640 -25	-0.5%	-$5.69K	0.63%	44
2025 Q4	$1.01M	Sell	4,665 -60	-1%	-$12.3K	0.66%	42
2025 Q3	$1.02M	Buy	4,725 +30	+0.6%	+$6.76K	0.66%	41
2025 Q2	$984K	Sell	4,695 -65	-1%	-$12.3K	0.68%	41
2025 Q1	$812K	Buy	4,760 +65	+1%	+$11.3K	0.59%	51
2024 Q4	$831K	Hold	4,695	–	–	0.59%	48
2024 Q3	$714K	Buy	4,695 +340	+8%	+$58.3K	0.51%	59
2024 Q2	$793K	Sell	4,355 -265	-6%	-$47.2K	0.62%	50
2024 Q1	$892K	Sell	4,620 -30	-0.6%	-$6.17K	0.71%	48
2023 Q4	$1.21M	Buy	4,650 +130	+3%	+$27.8K	1.04%	35
2023 Q3	$866K	Buy	4,520 +100	+2%	+$21.9K	0.85%	41
2023 Q2	$933K	Sell	4,420 -25	-0.6%	-$5.19K	0.91%	41
2023 Q1	$944K	Buy	+4,445	New	+$924K	0.99%	38

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle West Asset Management's BA Position: Q2 2026 in Review

Pinnacle West Asset Management held its Boeing (BA) position steady in Q2 2026 at 4,640 shares worth $1M. The position accounts for 0.69% of the portfolio, ranked #41.

Pinnacle West Asset Management first reported a position in BA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Pinnacle West Asset Management held 4,640 shares of Boeing worth $1M as of Q2 2026.
Pinnacle West Asset Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.69% of Pinnacle West Asset Management's portfolio in Q2 2026, its #41 holding.
Pinnacle West Asset Management first reported a position in Boeing in Q1 2023 and has held it in 14 quarters since.
Pinnacle West Asset Management's Boeing position peaked at $1.21M in Q4 2023.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.