Strategic Equity Management
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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
Q3 		– Sell
-1,259
Closed -$272K – 39
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Strategic Equity Management's BA Position: Q3 2026 in Review

Strategic Equity Management sold out of Boeing (BA) in Q3 2026, closing a stake of 1,259 shares — an estimated $272K sold.

Strategic Equity Management first reported a position in BA in Q2 2025 and held it in 5 quarters. The position peaked at $341K in Q1 2026. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Strategic Equity Management reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Strategic Equity Management sold 1,259 Boeing shares in Q3 2026, an estimated $272K.
  • Strategic Equity Management first reported a position in Boeing in Q2 2025 and held it in 5 quarters.
  • Strategic Equity Management's Boeing position peaked at $341K in Q1 2026.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Strategic Equity Management's 13F filing for Q3 2026, filed 4 Nov 2026.