Apella Capital
BA icon

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
Q3 		$2.67M Buy
14,202
+307
+2% +$65.8K 0.03% 249
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 $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Apella Capital's BA Position: Q3 2026 in Review

Apella Capital increased its Boeing (BA) stake by 2.2% in Q3 2026, buying an estimated $65.8K and bringing the position to 14,202 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #249.

Apella Capital first reported a position in BA in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.22M in Q2 2026. 615 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Apella Capital held 14,202 shares of Boeing worth $2.67M as of Q3 2026.
  • Apella Capital bought 307 Boeing shares in Q3 2026, an estimated $65.8K.
  • Boeing made up 0.03% of Apella Capital's portfolio in Q3 2026, its #249 holding.
  • Apella Capital first reported a position in Boeing in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's Boeing position peaked at $3.22M in Q2 2026.
  • 615 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.