CFO
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Callan Family Office’s Boeing BA Stock Holding History

Callan Family Office’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 		$9.71M Sell
44,867
-50
-0.1% -$11.1K 0.19% 100
2026
Q1 		$8.94M Buy
44,917
+6,315
+16% +$1.44M 0.2% 95
2025
Q4 		$8.38M Buy
38,602
+4,645
+14% +$955K 0.18% 107
2025
Q3 		$7.33M Buy
33,957
+1,846
+6% +$416K 0.23% 94
2025
Q2 		$6.73M Buy
32,111
+22,657
+240% +$4.28M 0.21% 110
2025
Q1 		$1.61M Buy
9,454
+4,457
+89% +$771K 0.12% 152
2024
Q4 		$884K Buy
+4,997
New +$784K 0.06% 276
2024
Q3 		– Sell
-1,156
Closed -$210K – 190
2024
Q2 		$210K Buy
+1,156
New +$206K 0.04% 147

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

Callan Family Office's BA Position: Q2 2026 in Review

Callan Family Office reduced its Boeing (BA) stake by 0.11% in Q2 2026, selling an estimated $11.1K and leaving 44,867 shares worth $9.71M. The position accounts for 0.19% of the portfolio, ranked #100.

Callan Family Office first reported a position in BA in Q2 2024 and has held it in 8 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Callan Family Office held 44,867 shares of Boeing worth $9.71M as of Q2 2026.
  • Callan Family Office sold 50 Boeing shares in Q2 2026, an estimated $11.1K.
  • Boeing made up 0.19% of Callan Family Office's portfolio in Q2 2026, its #100 holding.
  • Callan Family Office first reported a position in Boeing in Q2 2024 and has held it in 8 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.