ACA
BA icon

Aptus Capital Advisors’s Boeing BA Stock Holding History

Aptus 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
2023
Q3 		– Sell
-125,000
Closed -$26.4M – 904
2023
Q2 		$26.4M Buy
+125,000
New +$26M 0.63% 33
2019
Q2 		– Sell
-172
Closed -$516K – 334
2019
Q1 		$516K Buy
+172
New +$66.2K 0.09% 172

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aptus Capital Advisors's BA Position: Q1 2026 in Review

Aptus Capital Advisors increased its Boeing (BA) stake by 397% in Q1 2026, buying an estimated $7.95M and bringing the position to 43,720 shares worth $8.7M. The position accounts for 0.07% of the portfolio, ranked #246.

Aptus Capital Advisors first reported a position in BA in Q1 2019 and has held it in 29 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Aptus Capital Advisors held 43,720 shares of Boeing worth $8.7M as of Q1 2026.
  • Aptus Capital Advisors bought 34,925 Boeing shares in Q1 2026, an estimated $7.95M.
  • Boeing made up 0.07% of Aptus Capital Advisors's portfolio in Q1 2026, its #246 holding.
  • Aptus Capital Advisors first reported a position in Boeing in Q1 2019 and has held it in 29 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.