Boltwood Capital Management’s Boeing BA Stock Holding History

Boltwood 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 Q2	$886K	Buy	4,093 +99	+2%	+$22K	0.2%	101
2026 Q1	$795K	Buy	3,994 +158	+4%	+$36K	0.2%	99
2025 Q4	$833K	Buy	3,836 +145	+4%	+$29.8K	0.22%	94
2025 Q3	$797K	Buy	3,691 +21	+0.6%	+$4.74K	0.21%	96
2025 Q2	$769K	Buy	3,670 +45	+1%	+$8.5K	0.22%	93
2025 Q1	$618K	Buy	3,625 +51	+1%	+$8.83K	0.19%	105
2024 Q4	$633K	Sell	3,574 -109	-3%	-$17.1K	0.19%	98
2024 Q3	$560K	Sell	3,683 -350	-9%	-$60K	0.17%	108
2024 Q2	$734K	Sell	4,033 -35	-0.9%	-$6.24K	0.23%	91
2024 Q1	$785K	Buy	4,068 +258	+7%	+$53K	0.24%	89
2023 Q4	$993K	Buy	3,810 +31	+0.8%	+$6.63K	0.33%	76
2023 Q3	$724K	Sell	3,779 -60	-2%	-$13.1K	0.27%	86
2023 Q2	$811K	Sell	3,839 -45	-1%	-$9.35K	0.29%	87
2023 Q1	$825K	Buy	3,884 +244	+7%	+$50.7K	0.31%	81
2022 Q4	$693K	Buy	3,640 +11	+0.3%	+$1.8K	0.28%	87
2022 Q3	$439K	Buy	3,629 +299	+9%	+$45.9K	0.2%	102
2022 Q2	$455K	Buy	3,330 +35	+1%	+$5.16K	0.2%	109
2022 Q1	$631K	Sell	3,295 -118	-3%	-$23.7K	0.24%	99
2021 Q4	$687K	Buy	3,413 +183	+6%	+$38.7K	0.25%	97
2021 Q3	$710K	Buy	3,230 +486	+18%	+$108K	0.29%	92
2021 Q2	$657K	Buy	2,744 +84	+3%	+$20.3K	0.27%	95
2021 Q1	$678K	Buy	2,660 +240	+10%	+$53.3K	0.3%	89
2020 Q4	$518K	Sell	2,420 -105	-4%	-$20.2K	0.25%	98
2020 Q3	$417K	Sell	2,525 -562	-18%	-$95.8K	0.23%	102
2020 Q2	$566K	Buy	3,087 +55	+2%	+$8.45K	0.34%	83
2020 Q1	$452K	Buy	3,032 +855	+39%	+$234K	0.32%	86
2019 Q4	$709K	Sell	2,177 -44	-2%	-$15.6K	0.4%	83
2019 Q3	$845K	Buy	2,221 +1,347	+154%	+$481K	0.53%	64
2019 Q2	$318K	Hold	874	–	–	0.2%	110
2019 Q1	$333K	Hold	874	–	–	0.22%	105
2018 Q4	$281K	Hold	874	–	–	0.19%	108
2018 Q3	$325K	Hold	874	–	–	0.19%	112
2018 Q2	$293K	Hold	874	–	–	0.19%	115
2018 Q1	$286K	Hold	874	–	–	0.2%	110
2017 Q4	$257K	Hold	874	–	–	0.16%	113
2017 Q3	$222K	Buy	+874	New	+$204K	0.14%	113
2014 Q1	–	Sell	-1,724	Closed	-$235K	–	87
2013 Q4	$235K	Sell	1,724 -10,625	-86%	-$1.38M	0.08%	84
2013 Q3	$1.45M	Sell	12,349 -525	-4%	-$56.5K	0.53%	43
2013 Q2	$1.32M	Buy	+12,874	New	+$1.22M	0.54%	45

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Boltwood Capital Management's BA Position: Q2 2026 in Review

Boltwood Capital Management increased its Boeing (BA) stake by 2.5% in Q2 2026, buying an estimated $22K and bringing the position to 4,093 shares worth $886K. The position accounts for 0.2% of the portfolio, ranked #101.

Boltwood Capital Management first reported a position in BA in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.45M in Q3 2013. 611 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Boltwood Capital Management held 4,093 shares of Boeing worth $886K as of Q2 2026.
Boltwood Capital Management bought 99 Boeing shares in Q2 2026, an estimated $22K.
Boeing made up 0.2% of Boltwood Capital Management's portfolio in Q2 2026, its #101 holding.
Boltwood Capital Management first reported a position in Boeing in Q2 2013 and has held it in 39 quarters since.
Boltwood Capital Management's Boeing position peaked at $1.45M in Q3 2013.
611 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.