Stone Summit Wealth’s Boeing BA Stock Holding History

Stone Summit Wealth’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	$400K	Hold	1,850	–	–	0.1%	111
2026 Q1	$368K	Hold	1,850	–	–	0.1%	111
2025 Q4	$402K	Hold	1,850	–	–	0.11%	108
2025 Q3	$399K	Hold	1,850	–	–	0.11%	106
2025 Q2	$388K	Hold	1,850	–	–	0.12%	111
2025 Q1	$316K	Hold	1,850	–	–	0.11%	116
2024 Q4	$327K	Sell	1,850 -116	-6%	-$18.2K	0.11%	117
2024 Q3	$299K	Buy	1,966 +16	+0.8%	+$2.74K	0.1%	125
2024 Q2	$355K	Hold	1,950	–	–	0.13%	112
2024 Q1	$376K	Hold	1,950	–	–	0.13%	116
2023 Q4	$508K	Hold	1,950	–	–	0.19%	99
2023 Q3	$374K	Hold	1,950	–	–	0.16%	110
2023 Q2	$412K	Hold	1,950	–	–	0.17%	102
2023 Q1	$414K	Sell	1,950 -160	-8%	-$33.2K	0.18%	93
2022 Q4	$402K	Hold	2,110	–	–	0.2%	96
2022 Q3	$255K	Hold	2,110	–	–	0.16%	116
2022 Q2	$288K	Sell	2,110 -150	-7%	-$22.1K	0.17%	111
2022 Q1	$432K	Buy	+2,260	New	+$454K	0.24%	93

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

Stone Summit Wealth's BA Position: Q2 2026 in Review

Stone Summit Wealth held its Boeing (BA) position steady in Q2 2026 at 1,850 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #111.

Stone Summit Wealth first reported a position in BA in Q1 2022 and has held it in 18 quarters since. The position peaked at $508K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Stone Summit Wealth held 1,850 shares of Boeing worth $400K as of Q2 2026.
Stone Summit Wealth left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.1% of Stone Summit Wealth's portfolio in Q2 2026, its #111 holding.
Stone Summit Wealth first reported a position in Boeing in Q1 2022 and has held it in 18 quarters since.
Stone Summit Wealth's Boeing position peaked at $508K in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.