Caldwell Sutter Capital
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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
Q3 		$661K Sell
3,554
-49
-1% -$10.5K 0.25% 102
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% -$6.6K 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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Caldwell Sutter Capital's BA Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Boeing (BA) stake by 1.4% in Q3 2026, selling an estimated $10.5K and leaving 3,554 shares worth $661K. The position accounts for 0.25% of the portfolio, ranked #102.

Caldwell Sutter Capital first reported a position in BA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q4 2023. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Caldwell Sutter Capital held 3,554 shares of Boeing worth $661K as of Q3 2026.
  • Caldwell Sutter Capital sold 49 Boeing shares in Q3 2026, an estimated $10.5K.
  • Boeing made up 0.25% of Caldwell Sutter Capital's portfolio in Q3 2026, its #102 holding.
  • Caldwell Sutter Capital first reported a position in Boeing in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Boeing position peaked at $1.46M in Q4 2023.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.