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Summit Financial’s Boeing BA Stock Holding History

Summit Financial’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 		$15.7M Buy
72,544
+1,801
+3% +$401K 0.17% 107
2026
Q1 		$14.1M Buy
70,743
+48,106
+213% +$11M 0.18% 105
2025
Q4 		$4.91M Buy
22,637
+3,739
+20% +$769K 0.07% 270
2025
Q3 		$4.08M Buy
18,898
+1,809
+11% +$408K 0.06% 302
2025
Q2 		$3.58M Buy
17,089
+4,126
+32% +$779K 0.08% 206
2025
Q1 		$2.21M Buy
12,963
+173
+1% +$29.9K 0.06% 245
2024
Q4 		$2.26M Buy
12,790
+2,631
+26% +$413K 0.08% 193
2024
Q3 		$1.54M Buy
10,159
+243
+2% +$41.7K 0.06% 202
2024
Q2 		$1.8M Buy
9,916
+1,667
+20% +$297K 0.08% 166
2024
Q1 		$1.59M Sell
8,249
-28,846
-78% -$5.93M 0.09% 123
2023
Q4 		$9.67M Buy
37,095
+4,086
+12% +$874K 0.63% 21
2023
Q3 		$6.33M Buy
33,009
+25,032
+314% +$5.48M 0.47% 27
2023
Q2 		$1.68M Buy
7,977
+1,086
+16% +$226K 0.12% 102
2023
Q1 		$1.46M Sell
6,891
-2,031
-23% -$422K 0.13% 83
2022
Q4 		$1.7M Sell
8,922
-5,710
-39% -$934K 0.16% 73
2022
Q3 		$1.77M Buy
14,632
+3,296
+29% +$506K 0.17% 65
2022
Q2 		$1.55M Buy
11,336
+1,676
+17% +$247K 0.15% 69
2022
Q1 		$1.85M Buy
9,660
+1,133
+13% +$227K 0.14% 69
2021
Q4 		$1.72M Buy
8,527
+819
+11% +$173K 0.13% 70
2021
Q3 		$1.7M Buy
7,708
+4,000
+108% +$892K 0.15% 50
2021
Q2 		$888K Buy
+3,708
New +$896K 0.09% 56

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's BA Position: Q2 2026 in Review

Summit Financial increased its Boeing (BA) stake by 2.5% in Q2 2026, buying an estimated $401K and bringing the position to 72,544 shares worth $15.7M. The position accounts for 0.17% of the portfolio, ranked #107.

Summit Financial first reported a position in BA in Q2 2021 and has held it in 21 quarters since. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Summit Financial held 72,544 shares of Boeing worth $15.7M as of Q2 2026.
  • Summit Financial bought 1,801 Boeing shares in Q2 2026, an estimated $401K.
  • Boeing made up 0.17% of Summit Financial's portfolio in Q2 2026, its #107 holding.
  • Summit Financial first reported a position in Boeing in Q2 2021 and has held it in 21 quarters since.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.