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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 $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.