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Apella Capital’s Boeing BA Stock Holding History

Apella Capital’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 		$3.22M Buy
13,895
+266
+2% +$59.2K 0.05% 212
2026
Q1 		$3.04M Buy
13,629
+3,762
+38% +$857K 0.05% 218
2025
Q4 		$2.14M Sell
9,867
-104
-1% -$21.4K 0.04% 195
2025
Q3 		$2.11M Buy
9,971
+427
+4% +$96.3K 0.05% 182
2025
Q2 		$2.09M Sell
9,544
-652
-6% -$123K 0.06% 163
2025
Q1 		$1.64M Buy
10,196
+1,524
+18% +$264K 0.06% 147
2024
Q4 		$1.53M Buy
8,672
+744
+9% +$117K 0.06% 134
2024
Q3 		$1.21M Buy
7,928
+97
+1% +$16.6K 0.05% 139
2024
Q2 		$1.44M Buy
7,831
+400
+5% +$71.3K 0.06% 126
2024
Q1 		$1.32M Buy
7,431
+631
+9% +$130K 0.07% 122
2023
Q4 		$1.67M Buy
6,800
+78
+1% +$16.7K 0.09% 101
2023
Q3 		$1.29M Buy
6,722
+236
+4% +$51.6K 0.09% 100
2023
Q2 		$1.37M Buy
+6,486
New +$1.35M 0.1% 98
2022
Q4 		$1.21M Sell
6,372
-5,345
-46% -$874K 0.11% 95
2022
Q3 		$1.42M Buy
11,717
+2,566
+28% +$394K 0.17% 81
2022
Q2 		$1.25M Buy
9,151
+6,029
+193% +$889K 0.15% 90
2022
Q1 		$598K Buy
3,122
+120
+4% +$24.1K 0.08% 114
2021
Q4 		$604K Hold
3,002
– – 0.08% 121
2021
Q3 		$660K Buy
3,002
+270
+10% +$60.2K 0.09% 117
2021
Q2 		$654K Buy
+2,732
New +$660K 0.11% 120

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Apella Capital's BA Position: Q2 2026 in Review

Apella Capital increased its Boeing (BA) stake by 2% in Q2 2026, buying an estimated $59.2K and bringing the position to 13,895 shares worth $3.22M. The position accounts for 0.05% of the portfolio, ranked #212.

Apella Capital first reported a position in BA in Q2 2021 and has held it in 20 quarters since. 597 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Apella Capital held 13,895 shares of Boeing worth $3.22M as of Q2 2026.
  • Apella Capital bought 266 Boeing shares in Q2 2026, an estimated $59.2K.
  • Boeing made up 0.05% of Apella Capital's portfolio in Q2 2026, its #212 holding.
  • Apella Capital first reported a position in Boeing in Q2 2021 and has held it in 20 quarters since.
  • 597 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.