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Stonebridge Financial Group (Pennsylvania)’s Boeing BA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$227K Sell
1,050
-600
-36% -$133K 0.02% 254
2026
Q1 		$328K Buy
1,650
+56
+4% +$12.8K 0.03% 206
2025
Q4 		$346K Buy
1,594
+236
+17% +$48.5K 0.03% 196
2025
Q3 		$293K Buy
1,358
+7
+0.5% +$1.58K 0.03% 199
2025
Q2 		$283K Buy
1,351
+18
+1% +$3.4K 0.03% 198
2025
Q1 		$227K Buy
1,333
+184
+16% +$31.8K 0.02% 206
2024
Q4 		$203K Buy
+1,149
New +$180K 0.02% 221

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BA Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Boeing (BA) stake by 36% in Q2 2026, selling an estimated $133K and leaving 1,050 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #254.

Stonebridge Financial Group (Pennsylvania) first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 1,050 shares of Boeing worth $227K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 600 Boeing shares in Q2 2026, an estimated $133K.
  • Boeing made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #254 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Boeing position peaked at $346K in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.