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Sterneck Capital Management’s Boeing BA Stock Holding History

Sterneck Capital 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
Q1 		$435K Sell
2,186
-1,539
-41% -$350K 0.2% 62
2025
Q4 		$809K Buy
3,725
+307
+9% +$63.1K 0.36% 40
2025
Q3 		$738K Sell
3,418
-100
-3% -$22.5K 0.34% 41
2025
Q2 		$737K Buy
3,518
+415
+13% +$78.4K 0.37% 45
2025
Q1 		$529K Buy
3,103
+111
+4% +$19.2K 0.29% 49
2024
Q4 		$530K Buy
2,992
+66
+2% +$10.4K 0.29% 44
2024
Q3 		$445K Sell
2,926
-200
-6% -$34.3K 0.24% 48
2024
Q2 		$569K Buy
3,126
+25
+0.8% +$4.46K 0.32% 46
2024
Q1 		$598K Buy
3,101
+870
+39% +$179K 0.36% 48
2023
Q4 		$582K Sell
2,231
-432
-16% -$92.4K 0.37% 52
2023
Q3 		$510K Buy
2,663
+554
+26% +$121K 0.34% 52
2023
Q2 		$445K Hold
2,109
– – 0.27% 58
2023
Q1 		$448K Buy
2,109
+2
+0.1% +$416 0.28% 59
2022
Q4 		$401K Sell
2,107
-3
-0.1% -$491 0.27% 62
2022
Q3 		$255K Sell
2,110
-578
-22% -$88.7K 0.18% 69
2022
Q2 		$368K Buy
2,688
+240
+10% +$35.4K 0.25% 65
2022
Q1 		$469K Sell
2,448
-67
-3% -$13.4K 0.28% 56
2021
Q4 		$506K Buy
2,515
+200
+9% +$42.3K 0.3% 57
2021
Q3 		$509K Buy
2,315
+44
+2% +$9.81K 0.32% 52
2021
Q2 		$526K Buy
2,271
+1,200
+112% +$290K 0.33% 52
2021
Q1 		$273K Hold
1,071
– – 0.19% 71
2020
Q4 		$229K Buy
+1,071
New +$206K 0.17% 68
2020
Q1 		– Sell
-1,070
Closed -$349K – 79
2019
Q4 		$349K Hold
1,070
– – 0.28% 68
2019
Q3 		$407K Hold
1,070
– – 0.37% 50
2019
Q2 		$389K Hold
1,070
– – 0.34% 51
2019
Q1 		$408K Hold
1,070
– – 0.36% 53
2018
Q4 		$345K Hold
1,070
– – 0.34% 55
2018
Q3 		$398K Hold
1,070
– – 0.29% 61
2018
Q2 		$359K Sell
1,070
-100
-9% -$34.4K 0.25% 71
2018
Q1 		$384K Sell
1,170
-1,650
-59% -$557K 0.23% 85
2017
Q4 		$832K Sell
2,820
-300
-10% -$81.2K 0.5% 56
2017
Q3 		$793K Sell
3,120
-3,308
-51% -$771K 0.45% 64
2017
Q2 		$1.27M Sell
6,428
-4,430
-41% -$825K 0.76% 43
2017
Q1 		$1.92M Sell
10,858
-171
-2% -$29.1K 1.14% 33
2016
Q4 		$1.72M Sell
11,029
-9,088
-45% -$1.33M 1.1% 33
2016
Q3 		$2.65M Sell
20,117
-173
-0.9% -$22.8K 1.76% 13
2016
Q2 		$2.63M Buy
20,290
+85
+0.4% +$11.1K 1.75% 15
2016
Q1 		$2.56M Sell
20,205
-2,953
-13% -$366K 1.8% 18
2015
Q4 		$3.35M Sell
23,158
-381
-2% -$54.9K 2.13% 11
2015
Q3 		$3.08M Sell
23,539
-1,240
-5% -$172K 2.02% 13
2015
Q2 		$3.44M Buy
24,779
+1,006
+4% +$147K 1.89% 14
2015
Q1 		$3.57M Sell
23,773
-1,752
-7% -$255K 1.92% 16
2014
Q4 		$3.32M Buy
25,525
+3,321
+15% +$421K 1.97% 17
2014
Q3 		$2.83M Buy
22,204
+1,121
+5% +$141K 1.7% 17
2014
Q2 		$2.68M Buy
21,083
+70
+0.3% +$9.14K 1.57% 19
2014
Q1 		$2.64M Buy
21,013
+10,485
+100% +$1.37M 1.43% 27
2013
Q4 		$1.44M Sell
10,528
-4,490
-30% -$584K 0.87% 44
2013
Q3 		$1.76M Sell
15,018
-4,947
-25% -$533K 1.12% 31
2013
Q2 		$2.04M Buy
+19,965
New +$1.9M 1.29% 26

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterneck Capital Management's BA Position: Q1 2026 in Review

Sterneck Capital Management reduced its Boeing (BA) stake by 41% in Q1 2026, selling an estimated $350K and leaving 2,186 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #62.

Sterneck Capital Management first reported a position in BA in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.57M in Q1 2015. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Sterneck Capital Management held 2,186 shares of Boeing worth $435K as of Q1 2026.
  • Sterneck Capital Management sold 1,539 Boeing shares in Q1 2026, an estimated $350K.
  • Boeing made up 0.2% of Sterneck Capital Management's portfolio in Q1 2026, its #62 holding.
  • Sterneck Capital Management first reported a position in Boeing in Q2 2013 and has held it in 49 quarters since.
  • Sterneck Capital Management's Boeing position peaked at $3.57M in Q1 2015.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.