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Stonegate Investment Group’s Boeing BA Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$447K Buy
2,071
+2
+0.1% +$451 0.01% 263
2025
Q2 		$434K Buy
2,069
+713
+53% +$135K 0.01% 258
2025
Q1 		$231K Sell
1,356
-155
-10% -$26.8K 0.01% 312
2024
Q4 		$267K Buy
1,511
+177
+13% +$27.8K 0.01% 285
2024
Q3 		$203K Sell
1,334
-5,539
-81% -$950K 0.01% 346
2024
Q2 		$1.25M Buy
6,873
+2,331
+51% +$415K 0.04% 149
2024
Q1 		$877K Buy
4,542
+4
+0.1% +$822 0.03% 173
2023
Q4 		$1.18M Buy
4,538
+58
+1% +$12.4K 0.04% 146
2023
Q3 		$859K Hold
4,480
– – 0.03% 163
2023
Q2 		$946K Buy
4,480
+2,303
+106% +$478K 0.03% 164
2023
Q1 		$462K Buy
2,177
+11
+0.5% +$2.29K 0.02% 215
2022
Q4 		$413K Sell
2,166
-1,805
-45% -$295K 0.02% 216
2022
Q3 		$481K Buy
3,971
+401
+11% +$61.5K 0.02% 185
2022
Q2 		$488K Sell
3,570
-171,652
-98% -$25.3M 0.02% 188
2022
Q1 		$33.6M Buy
175,222
+6,479
+4% +$1.3M 1.1% 28
2021
Q4 		$34M Buy
+168,743
New +$35.7M 1.43% 28

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stonegate Investment Group's BA Position: Q3 2025 in Review

Stonegate Investment Group increased its Boeing (BA) stake by 0.1% in Q3 2025, buying an estimated $451 and bringing the position to 2,071 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #263.

Stonegate Investment Group first reported a position in BA in Q4 2021 and has held it in 16 quarters since. The position peaked at $34M in Q4 2021. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Stonegate Investment Group held 2,071 shares of Boeing worth $447K as of Q3 2025.
  • Stonegate Investment Group bought 2 Boeing shares in Q3 2025, an estimated $451.
  • Boeing made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #263 holding.
  • Stonegate Investment Group first reported a position in Boeing in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Boeing position peaked at $34M in Q4 2021.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.