Sweeney & Michel
BA icon

Sweeney & Michel’s Boeing BA Stock Holding History

Sweeney & Michel’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
Q3 		$223K Sell
1,196
-95
-7% -$20.4K 0.06% 153
2026
Q2 		$303K Hold
1,291
– – 0.08% 127
2026
Q1 		$287K Hold
1,291
– – 0.08% 118
2025
Q4 		$305K Buy
1,291
+200
+18% +$41.1K 0.09% 113
2025
Q3 		$230K Buy
1,091
+40
+4% +$9.02K 0.08% 124
2025
Q2 		$239K Buy
+1,051
New +$199K 0.08% 117

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sweeney & Michel's BA Position: Q3 2026 in Review

Sweeney & Michel reduced its Boeing (BA) stake by 7.4% in Q3 2026, selling an estimated $20.4K and leaving 1,196 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #153.

Sweeney & Michel first reported a position in BA in Q2 2025 and has held it in 6 quarters since. The position peaked at $305K in Q4 2025. 786 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Sweeney & Michel held 1,196 shares of Boeing worth $223K as of Q3 2026.
  • Sweeney & Michel sold 95 Boeing shares in Q3 2026, an estimated $20.4K.
  • Boeing made up 0.06% of Sweeney & Michel's portfolio in Q3 2026, its #153 holding.
  • Sweeney & Michel first reported a position in Boeing in Q2 2025 and has held it in 6 quarters since.
  • Sweeney & Michel's Boeing position peaked at $305K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.