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Calamos Wealth Management’s Boeing BA Stock Holding History

Calamos Wealth 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 		$19.5M Buy
98,065
+2,053
+2% +$468K 0.67% 30
2025
Q4 		$20.8M Sell
96,012
-1,007
-1% -$207K 0.72% 27
2025
Q3 		$20.9M Buy
97,019
+15,572
+19% +$3.51M 0.75% 24
2025
Q2 		$17.1M Buy
81,447
+20,408
+33% +$3.85M 0.72% 28
2025
Q1 		$10.4M Buy
61,039
+49,542
+431% +$8.58M 0.52% 52
2024
Q4 		$2.03M Sell
11,497
-49,234
-81% -$7.73M 0.1% 97
2024
Q3 		$9.23M Buy
60,731
+5,483
+10% +$940K 0.47% 57
2024
Q2 		$10.1M Buy
55,248
+430
+0.8% +$76.6K 0.54% 45
2024
Q1 		$10.6M Sell
54,818
-1,295
-2% -$266K 0.59% 42
2023
Q4 		$14.6M Buy
56,113
+2,625
+5% +$561K 0.92% 22
2023
Q3 		$10.3M Buy
53,488
+46,615
+678% +$10.2M 0.78% 27
2023
Q2 		$1.45M Buy
6,873
+58
+0.9% +$12K 0.11% 113
2023
Q1 		$1.45M Sell
6,815
-3
-0% -$623 0.11% 110
2022
Q4 		$1.3M Buy
6,818
+88
+1% +$14.4K 0.1% 121
2022
Q3 		$815K Sell
6,730
-406
-6% -$62.3K 0.07% 151
2022
Q2 		$976K Sell
7,136
-12,789
-64% -$1.89M 0.09% 143
2022
Q1 		$3.82M Buy
19,925
+1,087
+6% +$218K 0.29% 84
2021
Q4 		$3.79M Buy
18,838
+10,718
+132% +$2.26M 0.28% 82
2021
Q3 		$1.79M Sell
8,120
-7
-0.1% -$1.56K 0.14% 110
2021
Q2 		$1.95M Buy
8,127
+461
+6% +$111K 0.15% 110
2021
Q1 		$1.95M Sell
7,666
-424
-5% -$94.2K 0.16% 108
2020
Q4 		$1.73M Buy
8,090
+2,466
+44% +$474K 0.16% 94
2020
Q3 		$929K Sell
5,624
-90
-2% -$15.3K 0.11% 131
2020
Q2 		$1.05M Sell
5,714
-4,195
-42% -$645K 0.13% 107
2020
Q1 		$1.48M Sell
9,909
-12,569
-56% -$3.44M 0.23% 72
2019
Q4 		$7.32M Buy
22,478
+1,262
+6% +$447K 0.86% 25
2019
Q3 		$8.07M Buy
21,216
+3,276
+18% +$1.17M 1.08% 19
2019
Q2 		$6.53M Sell
17,940
-171
-0.9% -$62.4K 0.88% 29
2019
Q1 		$6.91M Sell
18,111
-2,292
-11% -$882K 0.99% 23
2018
Q4 		$6.58M Sell
20,403
-2,699
-12% -$932K 0.99% 24
2018
Q3 		$8.59M Sell
23,102
-1,268
-5% -$445K 1.07% 22
2018
Q2 		$8.18M Buy
24,370
+3,702
+18% +$1.27M 1.02% 24
2018
Q1 		$6.78M Buy
20,668
+646
+3% +$218K 0.85% 38
2017
Q4 		$5.91M Buy
20,022
+305
+2% +$82.6K 0.77% 43
2017
Q3 		$5.01M Sell
19,717
-1,330
-6% -$310K 0.69% 47
2017
Q2 		$4.16M Sell
21,047
-77
-0.4% -$14.3K 0.59% 50
2017
Q1 		$3.74M Sell
21,124
-12,262
-37% -$2.09M 0.56% 56
2016
Q4 		$5.2M Buy
33,386
+1,032
+3% +$151K 0.84% 34
2016
Q3 		$4.26M Buy
32,354
+2,609
+9% +$344K 0.73% 43
2016
Q2 		$3.86M Sell
29,745
-5,512
-16% -$719K 0.68% 41
2016
Q1 		$4.47M Buy
35,257
+3,388
+11% +$420K 0.86% 28
2015
Q4 		$4.61M Buy
31,869
+2,127
+7% +$306K 0.92% 26
2015
Q3 		$3.9M Sell
29,742
-7,239
-20% -$1M 0.93% 28
2015
Q2 		$5.13M Buy
36,981
+2,363
+7% +$345K 1.21% 14
2015
Q1 		$5.2M Buy
34,618
+12,025
+53% +$1.75M 1.3% 13
2014
Q4 		$2.94M Sell
22,593
-900
-4% -$114K 0.84% 28
2014
Q3 		$2.99M Buy
23,493
+860
+4% +$108K 0.86% 27
2014
Q2 		$2.88M Buy
22,633
+4,361
+24% +$569K 0.82% 31
2014
Q1 		$2.29M Buy
+18,272
New +$2.38M 0.68% 45

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

Calamos Wealth Management's BA Position: Q1 2026 in Review

Calamos Wealth Management increased its Boeing (BA) stake by 2.1% in Q1 2026, buying an estimated $468K and bringing the position to 98,065 shares worth $19.5M. The position accounts for 0.67% of the portfolio, ranked #30.

Calamos Wealth Management first reported a position in BA in Q1 2014 and has held it in 49 quarters since. The position peaked at $20.9M in Q3 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Calamos Wealth Management held 98,065 shares of Boeing worth $19.5M as of Q1 2026.
  • Calamos Wealth Management bought 2,053 Boeing shares in Q1 2026, an estimated $468K.
  • Boeing made up 0.67% of Calamos Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Calamos Wealth Management first reported a position in Boeing in Q1 2014 and has held it in 49 quarters since.
  • Calamos Wealth Management's Boeing position peaked at $20.9M in Q3 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.