Summit Financial Wealth Advisors’s Boeing BA Stock Holding History

Summit Financial Wealth Advisors’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	$2.82M	Buy	13,005 +2,860	+28%	+$636K	0.36%	46
2026 Q1	$2.02M	Buy	10,145 +2,282	+29%	+$520K	0.29%	53
2025 Q4	$1.71M	Buy	7,863 +144	+2%	+$29.6K	0.24%	58
2025 Q3	$1.66M	Buy	7,719 +50	+0.7%	+$11.3K	0.26%	54
2025 Q2	$1.61M	Buy	7,669 +2,106	+38%	+$398K	0.29%	47
2025 Q1	$949K	Buy	5,563 +77	+1%	+$13.3K	0.19%	60
2024 Q4	$965K	Buy	5,486 +2,948	+116%	+$463K	0.19%	61
2024 Q3	$386K	Buy	2,538 +300	+13%	+$51.4K	0.07%	100
2024 Q2	$407K	Buy	2,238 +123	+6%	+$21.9K	0.08%	89
2024 Q1	$408K	Buy	2,115 +175	+9%	+$36K	0.08%	93
2023 Q4	$506K	Hold	1,940	–	–	0.11%	77
2023 Q3	$371K	Sell	1,940 -205	-10%	-$44.9K	0.09%	87
2023 Q2	$453K	Sell	2,145 -614	-22%	-$128K	0.1%	77
2023 Q1	$586K	Hold	2,759	–	–	0.14%	73
2022 Q4	$526K	Sell	2,759 -1,000	-27%	-$164K	0.13%	78
2022 Q3	$525K	Buy	3,759 +15	+0.4%	+$2.3K	0.15%	67
2022 Q2	$586K	Sell	3,744 -150	-4%	-$22.1K	0.14%	70
2022 Q1	$746K	Buy	3,894 +795	+26%	+$160K	0.15%	63
2021 Q4	$662K	Buy	3,099 +105	+4%	+$22.2K	0.13%	76
2021 Q3	$659K	Hold	2,994	–	–	0.15%	64
2021 Q2	$717K	Buy	2,994 +375	+14%	+$90.7K	0.16%	61
2021 Q1	$561K	Buy	2,619 +135	+5%	+$30K	0.14%	65
2020 Q4	$411K	Sell	2,484 -20	-0.8%	-$3.85K	0.11%	73
2020 Q3	$372K	Buy	2,504 +250	+11%	+$42.6K	0.1%	84
2020 Q2	$406K	Buy	2,254 +75	+3%	+$11.5K	0.11%	85
2020 Q1	$324K	Buy	+2,179	New	+$596K	0.1%	89

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Summit Financial Wealth Advisors's BA Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Boeing (BA) stake by 28% in Q2 2026, buying an estimated $636K and bringing the position to 13,005 shares worth $2.82M. The position accounts for 0.36% of the portfolio, ranked #46.

Summit Financial Wealth Advisors first reported a position in BA in Q1 2020 and has held it in 26 quarters since. 452 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Summit Financial Wealth Advisors held 13,005 shares of Boeing worth $2.82M as of Q2 2026.
Summit Financial Wealth Advisors bought 2,860 Boeing shares in Q2 2026, an estimated $636K.
Boeing made up 0.36% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Summit Financial Wealth Advisors first reported a position in Boeing in Q1 2020 and has held it in 26 quarters since.
452 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.