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Allen Capital Group’s Boeing BA Stock Holding History

Allen Capital Group’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 		$383K Buy
1,771
+7
+0.4% +$1.56K 0.03% 228
2026
Q1 		$351K Buy
1,764
+152
+9% +$34.6K 0.03% 221
2025
Q4 		$350K Buy
1,612
+132
+9% +$27.1K 0.03% 220
2025
Q3 		$319K Buy
1,480
+25
+2% +$5.64K 0.03% 219
2025
Q2 		$305K Buy
+1,455
New +$275K 0.03% 219
2022
Q3 		– Sell
-1,520
Closed -$208K – 160
2022
Q2 		$208K Buy
1,520
+117
+8% +$17.3K 0.04% 152
2022
Q1 		$269K Sell
1,403
-21
-1% -$4.21K 0.05% 141
2021
Q4 		$287K Sell
1,424
-33
-2% -$6.97K 0.04% 141
2021
Q3 		$320K Buy
1,457
+19
+1% +$4.24K 0.06% 125
2021
Q2 		$345K Sell
1,438
-99
-6% -$23.9K 0.07% 122
2021
Q1 		$392K Buy
1,537
+90
+6% +$20K 0.09% 112
2020
Q4 		$310K Buy
1,447
+41
+3% +$7.88K 0.07% 116
2020
Q3 		$228K Sell
1,406
-3,212
-70% -$547K 0.06% 128
2020
Q2 		$847K Sell
4,618
-857
-16% -$132K 0.22% 71
2020
Q1 		$817K Buy
5,475
+588
+12% +$161K 0.25% 68
2019
Q4 		$1.59M Buy
4,887
+3,402
+229% +$1.2M 0.42% 54
2019
Q3 		$557K Buy
1,485
+17
+1% +$6.08K 0.17% 90
2019
Q2 		$534K Buy
1,468
+85
+6% +$31K 0.17% 84
2019
Q1 		$528K Sell
1,383
-42
-3% -$16.2K 0.17% 83
2018
Q4 		$520K Sell
1,425
-125
-8% -$43.2K 0.18% 81
2018
Q3 		$576K Sell
1,550
-215
-12% -$75.5K 0.19% 80
2018
Q2 		$592K Buy
1,765
+250
+17% +$86K 0.22% 71
2018
Q1 		$497K Buy
1,515
+511
+51% +$173K 0.19% 76
2017
Q4 		$296K Buy
+1,004
New +$272K 0.13% 92

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

Allen Capital Group's BA Position: Q2 2026 in Review

Allen Capital Group increased its Boeing (BA) stake by 0.4% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,771 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #228.

Allen Capital Group first reported a position in BA in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.59M in Q4 2019. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Allen Capital Group held 1,771 shares of Boeing worth $383K as of Q2 2026.
  • Allen Capital Group bought 7 Boeing shares in Q2 2026, an estimated $1.56K.
  • Boeing made up 0.03% of Allen Capital Group's portfolio in Q2 2026, its #228 holding.
  • Allen Capital Group first reported a position in Boeing in Q4 2017 and has held it in 24 quarters since.
  • Allen Capital Group's Boeing position peaked at $1.59M in Q4 2019.
  • 2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.