Capital Advantage’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $473K | Sell |
2,187
-635
| -23% | -$141K | 0.06% | 97 |
|
|
2026
Q1 | $562K | Hold |
2,822
| – | – | 0.07% | 91 |
|
|
2025
Q4 | $613K | Buy |
2,822
+11
| +0.4% | +$2.26K | 0.08% | 90 |
|
|
2025
Q3 | $607K | Sell |
2,811
-75
| -3% | -$16.9K | 0.09% | 85 |
|
|
2025
Q2 | $605K | Sell |
2,886
-1
| -0% | -$189 | 0.1% | 86 |
|
|
2025
Q1 | $511K | Hold |
2,887
| – | – | 0.09% | 87 |
|
|
2024
Q4 | $511K | Buy |
+2,887
| New | +$453K | 0.09% | 87 |
|
|
2021
Q2 | – | Sell |
-1,342
| Closed | -$342K | – | 54 |
|
|
2021
Q1 | $342K | Hold |
1,342
| – | – | 0.09% | 83 |
|
|
2020
Q4 | $284K | Sell |
1,342
-10
| -0.7% | -$1.92K | 0.08% | 85 |
|
|
2020
Q3 | $223K | Hold |
1,352
| – | – | 0.07% | 84 |
|
|
2020
Q2 | $248K | Buy |
+1,352
| New | +$208K | 0.09% | 74 |
|
|
2020
Q1 | – | Sell |
-981
| Closed | -$317K | – | 91 |
|
|
2019
Q4 | $317K | Buy |
981
+153
| +18% | +$54.2K | 0.1% | 69 |
|
|
2019
Q3 | $315K | Buy |
+828
| New | +$296K | 0.11% | 64 |
|
|
2019
Q1 | $265K | Sell |
695
-139
| -17% | -$53.5K | 0.09% | 68 |
|
|
2018
Q4 | $269K | Sell |
834
-300
| -26% | -$104K | 0.1% | 58 |
|
|
2018
Q3 | $422K | Buy |
1,134
+282
| +33% | +$99.1K | 0.1% | 47 |
|
|
2018
Q2 | $286K | Hold |
852
| – | – | 0.07% | 65 |
|
|
2018
Q1 | $279K | Hold |
852
| – | – | 0.07% | 58 |
|
|
2017
Q4 | $251K | Sell |
852
-181
| -18% | -$49K | 0.06% | 66 |
|
|
2017
Q3 | $263K | Sell |
1,033
-641
| -38% | -$149K | 0.07% | 63 |
|
|
2017
Q2 | $331K | Sell |
1,674
-11
| -0.7% | -$2.05K | 0.09% | 56 |
|
|
2017
Q1 | $298K | Buy |
1,685
+35
| +2% | +$5.96K | 0.08% | 62 |
|
|
2016
Q4 | $257K | Hold |
1,650
| – | – | 0.07% | 68 |
|
|
2016
Q3 | $217K | Sell |
1,650
-25
| -1% | -$3.29K | 0.06% | 70 |
|
|
2016
Q2 | $218K | Sell |
1,675
-452
| -21% | -$58.9K | 0.06% | 69 |
|
|
2016
Q1 | $270K | Buy |
2,127
+350
| +20% | +$43.4K | 0.1% | 63 |
|
|
2015
Q4 | $257K | Hold |
1,777
| – | – | 0.09% | 61 |
|
|
2015
Q3 | $233K | Buy |
1,777
+12
| +0.7% | +$1.66K | 0.09% | 63 |
|
|
2015
Q2 | $245K | Hold |
1,765
| – | – | 0.1% | 60 |
|
|
2015
Q1 | $265K | Hold |
1,765
| – | – | 0.11% | 57 |
|
|
2014
Q4 | $229K | Hold |
1,765
| – | – | 0.09% | 62 |
|
|
2014
Q3 | $225K | Hold |
1,765
| – | – | 0.12% | 49 |
|
|
2014
Q2 | $225K | Hold |
1,765
| – | – | 0.12% | 52 |
|
|
2014
Q1 | $221K | Buy |
+1,765
| New | +$230K | 0.15% | 41 |
|
Other funds holding BA
FWIA
SO
DLA
VNIM
Capital Advantage's BA Position: Q2 2026 in Review
Capital Advantage reduced its Boeing (BA) stake by 23% in Q2 2026, selling an estimated $141K and leaving 2,187 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #97.
Capital Advantage first reported a position in BA in Q1 2014 and has held it in 34 quarters since. The position peaked at $613K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Capital Advantage held 2,187 shares of Boeing worth $473K as of Q2 2026.
- Capital Advantage sold 635 Boeing shares in Q2 2026, an estimated $141K.
- Boeing made up 0.06% of Capital Advantage's portfolio in Q2 2026, its #97 holding.
- Capital Advantage first reported a position in Boeing in Q1 2014 and has held it in 34 quarters since.
- Capital Advantage's Boeing position peaked at $613K in Q4 2025.
- 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.