BC
BA icon

Broadwater Capital’s Boeing BA Stock Holding History

Broadwater Capital’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 		$16.2K Hold
75
– – 0.01% 137
2026
Q1 		$16.3K Hold
75
– – 0.01% 138
2025
Q4 		$16.3K Hold
75
– – 0.01% 138
2025
Q3 		$16.2K Sell
75
-15,640
-100% -$3.53M 0.01% 140
2025
Q2 		$15.7M Buy
15,715
+15,640
+20,853% +$2.95M 0.01% 144
2025
Q1 		$12.8K Sell
75
-20
-21% -$3.46K 0.01% 149
2024
Q4 		$16.8K Hold
95
– – 0.01% 143
2024
Q3 		$14.4K Hold
95
– – 0.01% 158
2024
Q2 		$17.3K Sell
95
-130
-58% -$23.2K 0.01% 150
2024
Q1 		$43.4K Sell
225
-50
-18% -$10.3K 0.03% 123
2023
Q4 		$71.7K Buy
+275
New +$58.8K 0.06% 108

Other funds holding BA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Broadwater Capital's BA Position: Q2 2026 in Review

Broadwater Capital held its Boeing (BA) position steady in Q2 2026 at 75 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #137.

Broadwater Capital first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.7M in Q2 2025. 1,561 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Broadwater Capital held 75 shares of Boeing worth $16.2K as of Q2 2026.
  • Broadwater Capital left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #137 holding.
  • Broadwater Capital first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Boeing position peaked at $15.7M in Q2 2025.
  • 1,561 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.