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 Q3	$207K	Sell	1,110 -740	-40%	-$159K	0.06%	137
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Stone Summit Wealth's BA Position: Q3 2026 in Review

Stone Summit Wealth reduced its Boeing (BA) stake by 40% in Q3 2026, selling an estimated $159K and leaving 1,110 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #137.

Stone Summit Wealth first reported a position in BA in Q1 2022 and has held it in 19 quarters since. The position peaked at $508K in Q4 2023. 534 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Stone Summit Wealth held 1,110 shares of Boeing worth $207K as of Q3 2026.
Stone Summit Wealth sold 740 Boeing shares in Q3 2026, an estimated $159K.
Boeing made up 0.06% of Stone Summit Wealth's portfolio in Q3 2026, its #137 holding.
Stone Summit Wealth first reported a position in Boeing in Q1 2022 and has held it in 19 quarters since.
Stone Summit Wealth's Boeing position peaked at $508K in Q4 2023.
534 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.