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Ategra Capital Management’s Boeing BA Stock Holding History

Ategra Capital Management’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
Q1 		$3.98M Buy
20,000
+5,000
+33% +$1.14M 1.98% 19
2025
Q4 		$3.26M Buy
+15,000
New +$3.08M 1.55% 19

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

Ategra Capital Management's BA Position: Q1 2026 in Review

Ategra Capital Management reduced its Boeing (BA) stake by 19% in Q1 2026, selling an estimated $501K and leaving 9,500 shares worth $1.89M. The position accounts for 0.94% of the portfolio, ranked #22.

Ategra Capital Management first reported a position in BA in Q3 2021 and has held it in 13 quarters since. The position peaked at $6.98M in Q4 2023. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Ategra Capital Management held 9,500 shares of Boeing worth $1.89M as of Q1 2026.
  • Ategra Capital Management sold 2,200 Boeing shares in Q1 2026, an estimated $501K.
  • Boeing made up 0.94% of Ategra Capital Management's portfolio in Q1 2026, its #22 holding.
  • Ategra Capital Management first reported a position in Boeing in Q3 2021 and has held it in 13 quarters since.
  • Ategra Capital Management's Boeing position peaked at $6.98M in Q4 2023.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Ategra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.