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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
2024
Q4 		– Sell
-3,300
Closed -$502K – 637
2024
Q3 		$502K Buy
+3,300
New +$566K 0.13% 99
2022
Q1 		– Sell
-1,600
Closed -$322K – 1096
2021
Q4 		$322K Buy
1,600
+1,544
+2,757% +$326K 0.02% 476
2021
Q3 		$1.23M Buy
56
+40
+250% +$8.92K 0.1% 221
2021
Q2 		$383K Sell
16
-55
-77% -$13.3K 0.03% 456
2021
Q1 		$1.81M Sell
71
-669
-90% -$149K 0.2% 111
2020
Q4 		$15.8M Sell
740
-80
-10% -$15.4K 1.33% 8
2020
Q3 		$13.6M Buy
820
+698
+572% +$119K 1.42% 15
2020
Q2 		$2.24M Sell
122
-61
-33% -$9.38K 0.28% 77
2020
Q1 		$2.73M Buy
+183
New +$50.1K 0.48% 48
2018
Q2 		– Sell
-73
Closed -$2.39M – 219
2018
Q1 		$2.39M Buy
+73
New +$24.7K 0.59% 32
2015
Q4 		– Sell
-111
Closed -$361K – 287
2015
Q3 		$361K Buy
+111
New +$15.4K 0.26% 55
2015
Q2 		– Sell
-48
Closed -$308K – 462
2015
Q1 		$308K Buy
+48
New +$6.99K 0.23% 61
2014
Q4 		– Sell
-158
Closed -$1K – 610
2014
Q3 		$1K Buy
+158
New +$19.9K ﹤0.01% 630
2014
Q1 		– Sell
-668
Closed -$1K – 408
2013
Q4 		$1K Buy
668
+74
+12% +$9.62K ﹤0.01% 451
2013
Q3 		$5K Buy
+594
New +$64K ﹤0.01% 296

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.