SWGC
BA icon

Summit Wealth Group (Colorado)’s Boeing BA Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$806K Buy
3,722
+1,044
+39% +$232K 0.07% 152
2026
Q1 		$533K Buy
2,678
+704
+36% +$160K 0.06% 176
2025
Q4 		$429K Buy
+1,974
New +$406K 0.06% 167
2025
Q3 		– Sell
-1,788
Closed -$375K – 492
2025
Q2 		$375K Buy
+1,788
New +$338K 0.09% 159

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 Wealth Group (Colorado)'s BA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Boeing (BA) stake by 39% in Q2 2026, buying an estimated $232K and bringing the position to 3,722 shares worth $806K. The position accounts for 0.07% of the portfolio, ranked #152.

Summit Wealth Group (Colorado) first reported a position in BA in Q2 2025 and has held it in 4 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,722 shares of Boeing worth $806K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1,044 Boeing shares in Q2 2026, an estimated $232K.
  • Boeing made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #152 holding.
  • Summit Wealth Group (Colorado) first reported a position in Boeing in Q2 2025 and has held it in 4 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.