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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 $5.72T 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

Summit Securities Group's BA Position: Q1 2026 in Review

Summit Securities Group opened a new position in Boeing (BA) in Q1 2026: 1,259 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #208 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BA as recently as Q3 2025.

Summit Securities Group first reported a position in BA in Q2 2013 and has held it in 36 quarters since. The position peaked at $11.9M in Q1 2018. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Summit Securities Group held 1,259 shares of Boeing worth $251K as of Q1 2026.
  • Boeing was a new Summit Securities Group position in Q1 2026.
  • Boeing made up 0.03% of Summit Securities Group's portfolio in Q1 2026, its #208 holding.
  • Summit Securities Group first reported a position in Boeing in Q2 2013 and has held it in 36 quarters since.
  • Summit Securities Group's Boeing position peaked at $11.9M in Q1 2018.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.