BCP
BA icon

Berkeley Capital Partners’s Boeing BA Stock Holding History

Berkeley Capital Partners’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 		$392K Buy
1,813
+60
+3% +$13.3K 0.08% 147
2026
Q1 		$349K Buy
1,753
+141
+9% +$32.1K 0.08% 141
2025
Q4 		$350K Sell
1,612
-130
-7% -$26.7K 0.08% 151
2025
Q3 		$376K Buy
1,742
+158
+10% +$35.6K 0.09% 139
2025
Q2 		$332K Buy
1,584
+227
+17% +$42.9K 0.08% 139
2025
Q1 		$231K Buy
1,357
+86
+7% +$14.9K 0.06% 153
2024
Q4 		$225K Buy
+1,271
New +$199K 0.06% 160
2024
Q1 		– Sell
-1,113
Closed -$290K – 166
2023
Q4 		$290K Buy
+1,113
New +$238K 0.1% 138
2023
Q3 		– Sell
-1,112
Closed -$235K – 149
2023
Q2 		$235K Buy
1,112
+70
+7% +$14.5K 0.08% 136
2023
Q1 		$221K Buy
+1,042
New +$216K 0.08% 132
2020
Q1 		– Sell
-2,532
Closed -$825K – 110
2019
Q4 		$825K Buy
2,532
+140
+6% +$49.6K 0.42% 52
2019
Q3 		$910K Buy
2,392
+88
+4% +$31.5K 0.48% 46
2019
Q2 		$839K Buy
2,304
+111
+5% +$40.5K 0.39% 50
2019
Q1 		$836K Buy
2,193
+319
+17% +$123K 0.41% 51
2018
Q4 		$604K Sell
1,874
-172
-8% -$59.4K 0.34% 58
2018
Q3 		$761K Sell
2,046
-109
-5% -$38.3K 0.43% 54
2018
Q2 		$722K Buy
2,155
+37
+2% +$12.7K 0.42% 56
2018
Q1 		$694K Sell
2,118
-289
-12% -$97.6K 0.4% 57
2017
Q4 		$710K Sell
2,407
-232
-9% -$62.8K 0.47% 56
2017
Q3 		$671K Sell
2,639
-390
-13% -$90.9K 0.45% 62
2017
Q2 		$599K Sell
3,029
-14
-0.5% -$2.61K 0.41% 60
2017
Q1 		$538K Sell
3,043
-48
-2% -$8.18K 0.37% 72
2016
Q4 		$481K Sell
3,091
-1,704
-36% -$249K 0.35% 69
2016
Q3 		$632K Buy
4,795
+499
+12% +$65.7K 0.45% 50
2016
Q2 		$558K Buy
4,296
+107
+3% +$13.9K 0.39% 63
2016
Q1 		$532K Buy
4,189
+122
+3% +$15.1K 0.38% 57
2015
Q4 		$588K Buy
+4,067
New +$586K 0.48% 52

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

Berkeley Capital Partners's BA Position: Q2 2026 in Review

Berkeley Capital Partners increased its Boeing (BA) stake by 3.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,813 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #147.

Berkeley Capital Partners first reported a position in BA in Q4 2015 and has held it in 27 quarters since. The position peaked at $910K in Q3 2019. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Berkeley Capital Partners held 1,813 shares of Boeing worth $392K as of Q2 2026.
  • Berkeley Capital Partners bought 60 Boeing shares in Q2 2026, an estimated $13.3K.
  • Boeing made up 0.08% of Berkeley Capital Partners's portfolio in Q2 2026, its #147 holding.
  • Berkeley Capital Partners first reported a position in Boeing in Q4 2015 and has held it in 27 quarters since.
  • Berkeley Capital Partners's Boeing position peaked at $910K in Q3 2019.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.