SGI
BA icon

Summit Global Investments’s Boeing BA Stock Holding History

Summit Global Investments’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 		$660K Sell
3,048
-1,041
-25% -$232K 0.04% 290
2026
Q1 		$814K Sell
4,089
-15
-0.4% -$3.42K 0.05% 229
2025
Q4 		$891K Buy
4,104
+3,134
+323% +$645K 0.05% 222
2025
Q3 		$209K Hold
970
– – 0.01% 450
2025
Q2 		$203K Buy
+970
New +$183K 0.01% 450
2025
Q1 		– Sell
-2,385
Closed -$422K – 439
2024
Q4 		$422K Buy
2,385
+772
+48% +$121K 0.03% 390
2024
Q3 		$245K Sell
1,613
-2,937
-65% -$504K 0.02% 461
2024
Q2 		$828K Buy
4,550
+300
+7% +$53.5K 0.06% 270
2024
Q1 		$820K Buy
4,250
+44
+1% +$9.04K 0.06% 251
2023
Q4 		$1.1M Sell
4,206
-2
-0% -$428 0.07% 222
2023
Q3 		$807K Buy
4,208
+143
+4% +$31.3K 0.05% 261
2023
Q2 		$858K Buy
4,065
+73
+2% +$15.2K 0.06% 262
2023
Q1 		$848K Buy
3,992
+13
+0.3% +$2.7K 0.07% 273
2022
Q4 		$758K Hold
3,979
– – 0.06% 247
2022
Q3 		$482K Buy
3,979
+17
+0.4% +$2.61K 0.04% 320
2022
Q2 		$542K Sell
3,962
-247
-6% -$36.4K 0.05% 300
2022
Q1 		$806K Buy
4,209
+500
+13% +$100K 0.06% 262
2021
Q4 		$747K Hold
3,709
– – 0.05% 284
2021
Q3 		$816K Buy
3,709
+250
+7% +$55.8K 0.06% 240
2021
Q2 		$829K Buy
3,459
+449
+15% +$109K 0.05% 258
2021
Q1 		$767K Buy
3,010
+79
+3% +$17.6K 0.05% 237
2020
Q4 		$627K Buy
+2,931
New +$563K 0.06% 182

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 Global Investments's BA Position: Q2 2026 in Review

Summit Global Investments reduced its Boeing (BA) stake by 25% in Q2 2026, selling an estimated $232K and leaving 3,048 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #290.

Summit Global Investments first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2023. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Summit Global Investments held 3,048 shares of Boeing worth $660K as of Q2 2026.
  • Summit Global Investments sold 1,041 Boeing shares in Q2 2026, an estimated $232K.
  • Boeing made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #290 holding.
  • Summit Global Investments first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
  • Summit Global Investments's Boeing position peaked at $1.1M in Q4 2023.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.