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Boeing Company shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Boeing Company (BA) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Boeing Company

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All positions including Boeing Company held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boeing Company by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $235k 1.1k 217.11
2021-03-31 $392k 1.5k 254.88
2020-12-31 $329k 1.5k 213.91

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Boeing Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Newport Trust
Capital World Investors
Susquehanna International
Geode Capital Management
Loomis, Sayles and
Citadel Advisors
Jennison Associates
Massachusetts Financial Services
Jane Street
Pentwater Capital Management
Northern Trust

View all funds holding Boeing Company