Sierra Summit Advisors’s Boeing BA Stock Holding History

Sierra Summit Advisors’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	$8.4M	Buy	38,824 +2,503	+7%	+$557K	0.94%	33
2026 Q1	$7.23M	Buy	+36,321	New	+$8.27M	1.05%	36
2024 Q1	–	Sell	-22,790	Closed	-$5.94M	–	155
2023 Q4	$5.94M	Buy	+22,790	New	+$4.87M	1.73%	25

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 $3.37T AUM 44.26% 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

Sierra Summit Advisors's BA Position: Q2 2026 in Review

Sierra Summit Advisors increased its Boeing (BA) stake by 6.9% in Q2 2026, buying an estimated $557K and bringing the position to 38,824 shares worth $8.4M. The position accounts for 0.94% of the portfolio, ranked #33.

Sierra Summit Advisors first reported a position in BA in Q4 2023 and has held it in 3 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Sierra Summit Advisors held 38,824 shares of Boeing worth $8.4M as of Q2 2026.
Sierra Summit Advisors bought 2,503 Boeing shares in Q2 2026, an estimated $557K.
Boeing made up 0.94% of Sierra Summit Advisors's portfolio in Q2 2026, its #33 holding.
Sierra Summit Advisors first reported a position in Boeing in Q4 2023 and has held it in 3 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.