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Azimuth Capital Investment Management’s Boeing BA Stock Holding History

Azimuth Capital Investment 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
Q2 		$27.6M Sell
127,423
-1,906
-1% -$424K 0.93% 20
2026
Q1 		$25.7M Buy
129,329
+1,126
+0.9% +$256K 0.97% 20
2025
Q4 		$27.8M Buy
128,203
+434
+0.3% +$89.3K 1% 16
2025
Q3 		$27.6M Buy
127,769
+743
+0.6% +$168K 0.99% 20
2025
Q2 		$26.6M Buy
127,026
+34,983
+38% +$6.61M 0.99% 19
2025
Q1 		$15.7M Sell
92,043
-1,916
-2% -$332K 0.63% 45
2024
Q4 		$16.6M Buy
93,959
+26,774
+40% +$4.2M 0.65% 47
2024
Q3 		$10.2M Sell
67,185
-1,187
-2% -$204K 0.4% 84
2024
Q2 		$12.4M Sell
68,372
-1,087
-2% -$194K 0.51% 55
2024
Q1 		$13.4M Sell
69,459
-53
-0.1% -$10.9K 0.55% 56
2023
Q4 		$18.1M Buy
69,512
+1,989
+3% +$425K 0.82% 35
2023
Q3 		$12.9M Sell
67,523
-69
-0.1% -$15.1K 0.64% 52
2023
Q2 		$14.3M Sell
67,592
-1,767
-3% -$367K 0.68% 48
2023
Q1 		$14.7M Sell
69,359
-4,405
-6% -$915K 0.73% 42
2022
Q4 		$14.1M Buy
73,764
+14,623
+25% +$2.39M 0.71% 43
2022
Q3 		$7.16M Sell
59,141
-248
-0.4% -$38K 0.39% 81
2022
Q2 		$8.12M Buy
+59,389
New +$8.76M 0.41% 81

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Azimuth Capital Investment Management's BA Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Boeing (BA) stake by 1.5% in Q2 2026, selling an estimated $424K and leaving 127,423 shares worth $27.6M. The position accounts for 0.93% of the portfolio, ranked #20.

Azimuth Capital Investment Management first reported a position in BA in Q2 2022 and has held it in 17 quarters since. The position peaked at $27.8M in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Azimuth Capital Investment Management held 127,423 shares of Boeing worth $27.6M as of Q2 2026.
  • Azimuth Capital Investment Management sold 1,906 Boeing shares in Q2 2026, an estimated $424K.
  • Boeing made up 0.93% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #20 holding.
  • Azimuth Capital Investment Management first reported a position in Boeing in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Boeing position peaked at $27.8M in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.