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 Q3	$207K	Buy	1,111 +27	+2%	+$5.79K	0.01%	150
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Summit Financial Strategies's BA Position: Q3 2026 in Review

Summit Financial Strategies increased its Boeing (BA) stake by 2.5% in Q3 2026, buying an estimated $5.79K and bringing the position to 1,111 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #150.

Summit Financial Strategies first reported a position in BA in Q4 2020 and has held it in 6 quarters since. The position peaked at $392K in Q1 2021. 333 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Summit Financial Strategies held 1,111 shares of Boeing worth $207K as of Q3 2026.
Summit Financial Strategies bought 27 Boeing shares in Q3 2026, an estimated $5.79K.
Boeing made up 0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #150 holding.
Summit Financial Strategies first reported a position in Boeing in Q4 2020 and has held it in 6 quarters since.
Summit Financial Strategies's Boeing position peaked at $392K in Q1 2021.
333 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.