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Summit Securities Group’s Boeing BA Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-20,000
Closed -$3.54M – 798
2024
Q4 		$3.54M Buy
+20,000
New +$3.14M 0.73% 35
2024
Q2 		– Sell
-1,500
Closed -$289K – 579
2024
Q1 		$289K Sell
1,500
-5,500
-79% -$1.13M 0.05% 133
2023
Q4 		$1.82M Buy
+7,000
New +$1.5M 0.16% 95
2023
Q1 		– Sell
-12,600
Closed -$2.4M – 813
2022
Q4 		$2.4M Buy
12,600
+9,600
+320% +$1.57M 0.09% 109
2022
Q3 		$363K Buy
+3,000
New +$460K 0.03% 302
2021
Q1 		– Sell
-400
Closed -$8.56M – 567
2020
Q4 		$8.56M Sell
400
-626
-61% -$120K 0.72% 22
2020
Q3 		$17M Buy
+1,026
New +$175K 1.78% 9
2020
Q2 		– Sell
-200
Closed -$2.98M – 415
2020
Q1 		$2.98M Buy
200
+149
+292% +$40.8K 0.52% 45
2019
Q4 		$1.66M Buy
+51
New +$18.1K 0.13% 158
2019
Q1 		– Sell
-20
Closed -$645K – 201
2018
Q4 		$645K Buy
+20
New +$6.91K 0.06% 178
2018
Q2 		– Sell
-70
Closed -$2.29M – 218
2018
Q1 		$2.29M Buy
+70
New +$23.6K 0.56% 33
2017
Q4 		– Sell
-100
Closed -$2.54M – 179
2017
Q3 		$2.54M Buy
100
+57
+133% +$13.3K 0.43% 28
2017
Q2 		$850K Buy
43
+13
+43% +$2.42K 0.15% 83
2017
Q1 		$531K Sell
30
-16
-35% -$2.73K 0.15% 128
2016
Q4 		$716K Buy
+46
New +$6.72K 0.16% 124
2014
Q2 		– Sell
-33
Closed -$192K – 575
2014
Q1 		$192K Buy
+33
New +$4.3K 0.11% 101

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 Securities Group's BA Position: Q2 2026 in Review

Summit Securities Group sold out of Boeing (BA) in Q2 2026, closing a stake of 1,259 shares — an estimated $251K sold.

Summit Securities Group first reported a position in BA in Q2 2013 and held it in 36 quarters. The position peaked at $11.9M in Q1 2018. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Summit Securities Group reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,259 Boeing shares in Q2 2026, an estimated $251K.
  • Summit Securities Group first reported a position in Boeing in Q2 2013 and held it in 36 quarters.
  • Summit Securities Group's Boeing position peaked at $11.9M in Q1 2018.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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