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Summit Trail Advisors’s Boeing BA Stock Holding History

Summit Trail Advisors’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
Q1 		$4.17M Buy
20,944
+5,892
+39% +$1.34M 0.06% 200
2025
Q4 		$3.27M Sell
15,052
-1,369
-8% -$282K 0.06% 212
2025
Q3 		$3.54M Buy
16,421
+3,018
+23% +$680K 0.05% 208
2025
Q2 		$2.81M Buy
+13,403
New +$2.53M 0.05% 198
2024
Q4 		– Sell
-3,874
Closed -$589K – 435
2024
Q3 		$589K Sell
3,874
-323
-8% -$55.4K 0.01% 367
2024
Q2 		$764K Buy
4,197
+369
+10% +$65.8K 0.02% 287
2024
Q1 		$739K Sell
3,828
-788
-17% -$162K 0.02% 264
2023
Q4 		$1.2M Buy
4,616
+42
+0.9% +$8.98K 0.04% 149
2023
Q3 		$877K Sell
4,574
-180
-4% -$39.4K 0.03% 185
2023
Q2 		$1M Buy
4,754
+2,949
+163% +$613K 0.04% 170
2023
Q1 		$383K Buy
+1,805
New +$375K 0.02% 268
2022
Q2 		– Sell
-1,116
Closed -$214K – 390
2022
Q1 		$214K Buy
+1,116
New +$224K 0.02% 294
2020
Q4 		– Sell
-1,565
Closed -$277K – 200
2020
Q3 		$277K Sell
1,565
-323
-17% -$55K 0.05% 161
2020
Q2 		$346K Buy
+1,888
New +$290K 0.06% 118
2020
Q1 		– Sell
-5,086
Closed -$1.66M – 132
2019
Q4 		$1.66M Buy
5,086
+201
+4% +$71.2K 0.96% 25
2019
Q3 		$1.86M Buy
4,885
+109
+2% +$39K 0.66% 23
2019
Q2 		$1.74M Sell
4,776
-1,394
-23% -$508K 0.76% 21
2019
Q1 		$2.35M Sell
6,170
-544
-8% -$209K 1.02% 16
2018
Q4 		$2.17M Sell
6,714
-1,497
-18% -$517K 0.77% 25
2018
Q3 		$3.05M Buy
+8,211
New +$2.88M 0.67% 30
2018
Q2 		– Sell
-11,059
Closed -$3.7M – 502
2018
Q1 		$3.7M Buy
11,059
+31
+0.3% +$10.5K 0.63% 31
2017
Q4 		$3.67M Buy
+11,028
New +$2.99M 0.46% 38

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 Trail Advisors's BA Position: Q1 2026 in Review

Summit Trail Advisors increased its Boeing (BA) stake by 39% in Q1 2026, buying an estimated $1.34M and bringing the position to 20,944 shares worth $4.17M. The position accounts for 0.06% of the portfolio, ranked #200.

Summit Trail Advisors first reported a position in BA in Q4 2017 and has held it in 22 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Summit Trail Advisors held 20,944 shares of Boeing worth $4.17M as of Q1 2026.
  • Summit Trail Advisors bought 5,892 Boeing shares in Q1 2026, an estimated $1.34M.
  • Boeing made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #200 holding.
  • Summit Trail Advisors first reported a position in Boeing in Q4 2017 and has held it in 22 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.