SM
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
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

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

Sweeney & Michel's BA Position: Q2 2026 in Review

Sweeney & Michel held its Boeing (BA) position steady in Q2 2026 at 1,291 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #127.

Sweeney & Michel first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $305K in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Sweeney & Michel held 1,291 shares of Boeing worth $303K as of Q2 2026.
  • Sweeney & Michel left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.08% of Sweeney & Michel's portfolio in Q2 2026, its #127 holding.
  • Sweeney & Michel first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Sweeney & Michel's Boeing position peaked at $305K in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.