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Caldwell Sutter Capital’s Boeing BA Stock Holding History

Caldwell Sutter 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 		$780K Sell
3,603
-211
-6% -$46.9K 0.29% 84
2026
Q1 		$759K Buy
3,814
+3
+0.1% +$683 0.31% 83
2025
Q4 		$827K Sell
3,811
-108
-3% -$22.2K 0.35% 78
2025
Q3 		$846K Sell
3,919
-197
-5% -$44.4K 0.36% 74
2025
Q2 		$862K Sell
4,116
-428
-9% -$80.8K 0.39% 68
2025
Q1 		$775K Sell
4,544
-246
-5% -$42.6K 0.37% 75
2024
Q4 		$848K Sell
4,790
-390
-8% -$61.2K 0.39% 69
2024
Q3 		$788K Sell
5,180
-197
-4% -$33.8K 0.37% 72
2024
Q2 		$979K Sell
5,377
-37
-0.7% -$6.59K 0.48% 54
2024
Q1 		$1.04M Sell
5,414
-201
-4% -$41.3K 0.5% 57
2023
Q4 		$1.46M Sell
5,615
-27
-0.5% -$5.77K 0.74% 34
2023
Q3 		$1.08M Sell
5,642
-37
-0.7% -$8.1K 0.6% 42
2023
Q2 		$1.2M Buy
5,679
+4,753
+513% +$987K 0.63% 39
2023
Q1 		$197K Buy
926
+395
+74% +$82.1K 0.14% 128
2022
Q4 		$101K Buy
+531
New +$86.9K 0.09% 143

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

Caldwell Sutter Capital's BA Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Boeing (BA) stake by 5.5% in Q2 2026, selling an estimated $46.9K and leaving 3,603 shares worth $780K. The position accounts for 0.29% of the portfolio, ranked #84.

Caldwell Sutter Capital first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Caldwell Sutter Capital held 3,603 shares of Boeing worth $780K as of Q2 2026.
  • Caldwell Sutter Capital sold 211 Boeing shares in Q2 2026, an estimated $46.9K.
  • Boeing made up 0.29% of Caldwell Sutter Capital's portfolio in Q2 2026, its #84 holding.
  • Caldwell Sutter Capital first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Boeing position peaked at $1.46M in Q4 2023.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.