SF
BA icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return