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Sargent Investment Group’s Boeing BA Stock Holding History

Sargent Investment 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 		$226K Buy
1,042
+15
+1% +$3.34K 0.03% 254
2026
Q1 		$204K Buy
1,027
+29
+3% +$6.6K 0.03% 250
2025
Q4 		$217K Buy
+998
New +$205K 0.03% 243
2025
Q3 		– Sell
-1,205
Closed -$271K – 135
2025
Q2 		$271K Buy
+1,205
New +$228K 0.04% 203
2025
Q1 		– Sell
-1,256
Closed -$214K – 235
2024
Q4 		$214K Buy
+1,256
New +$197K 0.04% 217
2024
Q3 		– Sell
-1,189
Closed -$216K – 217
2024
Q2 		$216K Sell
1,189
-3,286
-73% -$586K 0.04% 199
2024
Q1 		$864K Sell
4,475
-1,542
-26% -$317K 0.19% 89
2023
Q4 		$1.57M Sell
6,017
-7
-0.1% -$1.5K 0.34% 59
2023
Q3 		$1.15M Buy
6,024
+377
+7% +$82.5K 0.28% 72
2023
Q2 		$1.19M Buy
5,647
+158
+3% +$32.8K 0.29% 69
2023
Q1 		$1.18M Buy
5,489
+20
+0.4% +$4.16K 0.31% 71
2022
Q4 		$1.04M Sell
5,469
-196
-3% -$32.1K 0.32% 76
2022
Q3 		$749K Buy
5,665
+346
+7% +$53.1K 0.23% 82
2022
Q2 		$727K Hold
5,319
– – 0.22% 86
2022
Q1 		$1.02M Sell
5,319
-5
-0.1% -$1K 0.26% 70
2021
Q4 		$1.07M Hold
5,324
– – 0.24% 68
2021
Q3 		$1.17M Sell
5,324
-100
-2% -$22.3K 0.28% 60
2021
Q2 		$1.3M Buy
5,424
+100
+2% +$24.2K 0.31% 58
2021
Q1 		$1.36M Sell
5,324
-8
-0.2% -$1.78K 0.36% 55
2020
Q4 		$1.14M Buy
5,332
+1,308
+33% +$251K 0.36% 57
2020
Q3 		$665K Sell
4,024
-14
-0.3% -$2.39K 0.24% 78
2020
Q2 		$728K Sell
4,038
-40
-1% -$6.15K 0.27% 68
2020
Q1 		$608K Buy
4,078
+1,325
+48% +$363K 0.28% 65
2019
Q4 		$897K Buy
2,753
+584
+27% +$207K 0.33% 60
2019
Q3 		$825K Buy
2,169
+5
+0.2% +$1.79K 0.37% 65
2019
Q2 		$788K Hold
2,164
– – 0.36% 61
2019
Q1 		$825K Buy
+2,164
New +$833K 0.4% 56

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

Sargent Investment Group's BA Position: Q2 2026 in Review

Sargent Investment Group increased its Boeing (BA) stake by 1.5% in Q2 2026, buying an estimated $3.34K and bringing the position to 1,042 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #254.

Sargent Investment Group first reported a position in BA in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.57M in Q4 2023. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Sargent Investment Group held 1,042 shares of Boeing worth $226K as of Q2 2026.
  • Sargent Investment Group bought 15 Boeing shares in Q2 2026, an estimated $3.34K.
  • Boeing made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #254 holding.
  • Sargent Investment Group first reported a position in Boeing in Q1 2019 and has held it in 27 quarters since.
  • Sargent Investment Group's Boeing position peaked at $1.57M in Q4 2023.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.