CSC
BA icon

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
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 $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

Caldwell Sutter Capital's BA Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Boeing (BA) stake by 0.08% in Q1 2026, buying an estimated $683 and bringing the position to 3,814 shares worth $759K. The position accounts for 0.31% of the portfolio, ranked #83.

Caldwell Sutter Capital first reported a position in BA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2023. 2,509 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Caldwell Sutter Capital held 3,814 shares of Boeing worth $759K as of Q1 2026.
  • Caldwell Sutter Capital bought 3 Boeing shares in Q1 2026, an estimated $683.
  • Boeing made up 0.31% of Caldwell Sutter Capital's portfolio in Q1 2026, its #83 holding.
  • Caldwell Sutter Capital first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Boeing position peaked at $1.46M in Q4 2023.
  • 2,509 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.