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Cape Investment Advisory’s Boeing BA Stock Holding History

Cape Investment Advisory’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 		$58.9K Buy
+272
New +$60.5K 0.02% 453
2026
Q1 		– Sell
-210
Closed -$45.6K – 299
2025
Q4 		$45.6K Buy
210
+108
+106% +$22.2K 0.01% 436
2025
Q3 		$22K Sell
102
-130
-56% -$29.3K 0.02% 314
2025
Q2 		$48.6K Buy
232
+100
+76% +$18.9K 0.02% 369
2025
Q1 		$22.5K Sell
132
-197
-60% -$34.1K 0.01% 458
2024
Q4 		$58.2K Buy
329
+2
+0.6% +$314 0.02% 310
2024
Q3 		$49.7K Sell
327
-888
-73% -$152K 0.02% 320
2024
Q2 		$221K Buy
1,215
+600
+98% +$107K 0.1% 144
2024
Q1 		$119K Sell
615
-123
-17% -$25.3K 0.06% 198
2023
Q4 		$192K Buy
738
+423
+134% +$90.5K 0.09% 151
2023
Q3 		$60.4K Sell
315
-200
-39% -$43.8K 0.03% 269
2023
Q2 		$109K Buy
515
+250
+94% +$51.9K 0.06% 193
2023
Q1 		$56.3K Buy
+265
New +$55.1K 0.03% 251

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

Cape Investment Advisory's BA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Boeing (BA) in Q2 2026: 272 shares worth $58.9K. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BA as recently as Q4 2025.

Cape Investment Advisory first reported a position in BA in Q1 2023 and has held it in 13 quarters since. The position peaked at $221K in Q2 2024. 2,619 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Cape Investment Advisory held 272 shares of Boeing worth $58.9K as of Q2 2026.
  • Boeing was a new Cape Investment Advisory position in Q2 2026.
  • Boeing made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #453 holding.
  • Cape Investment Advisory first reported a position in Boeing in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Boeing position peaked at $221K in Q2 2024.
  • 2,619 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.