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Strategic Equity Management’s Boeing BA Stock Holding History

Strategic Equity 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
Q2 		$272K Sell
1,259
-454
-27% -$101K 0.09% 57
2026
Q1 		$341K Buy
1,713
+646
+61% +$147K 0.13% 53
2025
Q4 		$232K Sell
1,067
-427
-29% -$87.8K 0.08% 65
2025
Q3 		$322K Buy
1,494
+176
+13% +$39.7K 0.12% 49
2025
Q2 		$276K Buy
+1,318
New +$249K 0.1% 60

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Equity Management's BA Position: Q2 2026 in Review

Strategic Equity Management reduced its Boeing (BA) stake by 27% in Q2 2026, selling an estimated $101K and leaving 1,259 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #57.

Strategic Equity Management first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $341K in Q1 2026. 2,631 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Strategic Equity Management held 1,259 shares of Boeing worth $272K as of Q2 2026.
  • Strategic Equity Management sold 454 Boeing shares in Q2 2026, an estimated $101K.
  • Boeing made up 0.09% of Strategic Equity Management's portfolio in Q2 2026, its #57 holding.
  • Strategic Equity Management first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Strategic Equity Management's Boeing position peaked at $341K in Q1 2026.
  • 2,631 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.