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Summit Financial Strategies’s Boeing BA Stock Holding History

Summit Financial Strategies’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 		$235K Hold
1,084
– – 0.02% 144
2026
Q1 		$216K Hold
1,084
– – 0.02% 151
2025
Q4 		$235K Buy
+1,084
New +$223K 0.02% 143
2021
Q2 		– Sell
-1,538
Closed -$392K – 117
2021
Q1 		$392K Hold
1,538
– – 0.14% 43
2020
Q4 		$329K Buy
+1,538
New +$296K 0.11% 61

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

Summit Financial Strategies's BA Position: Q2 2026 in Review

Summit Financial Strategies held its Boeing (BA) position steady in Q2 2026 at 1,084 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #144.

Summit Financial Strategies first reported a position in BA in Q4 2020 and has held it in 5 quarters since. The position peaked at $392K in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Summit Financial Strategies held 1,084 shares of Boeing worth $235K as of Q2 2026.
  • Summit Financial Strategies left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #144 holding.
  • Summit Financial Strategies first reported a position in Boeing in Q4 2020 and has held it in 5 quarters since.
  • Summit Financial Strategies's Boeing position peaked at $392K in Q1 2021.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.