Annis Gardner Whiting Capital Advisors’s Boeing BA Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$975K	Buy	4,506 +327	+8%	+$72.8K	0.15%	127
2026 Q1	$832K	Buy	4,179 +95	+2%	+$21.6K	0.13%	136
2025 Q4	$887K	Buy	4,084 +889	+28%	+$183K	0.17%	112
2025 Q3	$690K	Sell	3,195 -100	-3%	-$22.5K	0.14%	122
2025 Q2	$690K	Buy	3,295 +179	+6%	+$33.8K	0.24%	89
2025 Q1	$531K	Sell	3,116 -162	-5%	-$28K	0.22%	93
2024 Q4	$580K	Buy	3,278 +143	+5%	+$22.4K	0.16%	115
2024 Q3	$477K	Buy	3,135 +105	+3%	+$18K	0.13%	132
2024 Q2	$551K	Buy	3,030 +2,814	+1,303%	+$502K	0.16%	115
2024 Q1	$41.7K	Sell	216 -217	-50%	-$44.6K	0.01%	409
2023 Q4	$113K	Buy	433 +68	+19%	+$14.5K	0.05%	203
2023 Q3	$70K	Buy	+365	New	+$79.9K	0.04%	251

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Boeing (BA) stake by 7.8% in Q2 2026, buying an estimated $72.8K and bringing the position to 4,506 shares worth $975K. The position accounts for 0.15% of the portfolio, ranked #127.

Annis Gardner Whiting Capital Advisors first reported a position in BA in Q3 2023 and has held it in 12 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 4,506 shares of Boeing worth $975K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 327 Boeing shares in Q2 2026, an estimated $72.8K.
Boeing made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #127 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Boeing in Q3 2023 and has held it in 12 quarters since.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.