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Summitry LLC’s Boeing BA Stock Holding History

Summitry LLC’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 		$222K Buy
+1,026
New +$228K 0.01% 314
2019
Q3 		– Sell
-619
Closed -$225K – 85
2019
Q2 		$225K Hold
619
– – 0.02% 79
2019
Q1 		$236K Buy
+619
New +$238K 0.02% 76
2018
Q4 		– Sell
-619
Closed -$230K – 79
2018
Q3 		$230K Buy
+619
New +$217K 0.02% 76

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

Summitry LLC's BA Position: Q2 2026 in Review

Summitry LLC opened a new position in Boeing (BA) in Q2 2026: 1,026 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Summitry LLC previously reported a position in BA as recently as Q2 2019.

Summitry LLC first reported a position in BA in Q3 2018 and has held it in 4 quarters since. The position peaked at $236K in Q1 2019. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Summitry LLC held 1,026 shares of Boeing worth $222K as of Q2 2026.
  • Boeing was a new Summitry LLC position in Q2 2026.
  • Boeing made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #314 holding.
  • Summitry LLC first reported a position in Boeing in Q3 2018 and has held it in 4 quarters since.
  • Summitry LLC's Boeing position peaked at $236K in Q1 2019.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.