CAI
BA icon

Capital Advisors Inc’s Boeing BA Stock Holding History

Capital Advisors Inc’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 		$57.3M Buy
287,971
+12,171
+4% +$2.77M 0.92% 33
2025
Q4 		$59.9M Buy
275,800
+44,461
+19% +$9.14M 0.96% 35
2025
Q3 		$49.9M Buy
231,339
+8,985
+4% +$2.03M 0.83% 47
2025
Q2 		$46.6M Buy
222,354
+221,170
+18,680% +$41.8M 0.84% 49
2025
Q1 		$202K Buy
+1,184
New +$205K ﹤0.01% 301
2024
Q3 		– Sell
-6,387
Closed -$1.16M – 295
2024
Q2 		$1.16M Sell
6,387
-3,343
-34% -$596K 0.02% 140
2024
Q1 		$1.88M Sell
9,730
-10,075
-51% -$2.07M 0.04% 126
2023
Q4 		$5.16M Buy
19,805
+11,554
+140% +$2.47M 0.12% 103
2023
Q3 		$1.58M Sell
8,251
-556
-6% -$122K 0.04% 116
2023
Q2 		$1.86M Buy
8,807
+1,174
+15% +$244K 0.05% 110
2023
Q1 		$1.62M Buy
7,633
+3,043
+66% +$632K 0.04% 108
2022
Q4 		$874K Buy
4,590
+21
+0.5% +$3.44K 0.02% 144
2022
Q3 		$608K Sell
4,569
-1
-0% -$153 0.02% 156
2022
Q2 		$625K Sell
4,570
-111
-2% -$16.4K 0.02% 160
2022
Q1 		$897K Buy
+4,681
New +$940K 0.02% 133
2021
Q1 		– Sell
-1,780
Closed -$381K – 237
2020
Q4 		$381K Buy
+1,780
New +$342K 0.01% 155
2020
Q1 		– Sell
-1,521
Closed -$496K – 167
2019
Q4 		$496K Buy
1,521
+441
+41% +$156K 0.02% 133
2019
Q3 		$393K Hold
1,080
– – 0.02% 141
2019
Q2 		$393K Buy
+1,080
New +$394K 0.02% 141
2019
Q1 		– Sell
-1,079
Closed -$348K – 136
2018
Q4 		$348K Sell
1,079
-27
-2% -$9.33K 0.02% 146
2018
Q3 		$411K Buy
1,106
+446
+68% +$157K 0.02% 140
2018
Q2 		$221K Sell
660
-467
-41% -$161K 0.01% 167
2018
Q1 		$370K Sell
1,127
-140
-11% -$47.3K 0.02% 149
2017
Q4 		$374K Buy
1,267
+75
+6% +$20.3K 0.02% 156
2017
Q3 		$303K Buy
1,192
+129
+12% +$30.1K 0.02% 154
2017
Q2 		$210K Buy
+1,063
New +$198K 0.01% 179

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

Capital Advisors Inc's BA Position: Q1 2026 in Review

Capital Advisors Inc increased its Boeing (BA) stake by 4.4% in Q1 2026, buying an estimated $2.77M and bringing the position to 287,971 shares worth $57.3M. The position accounts for 0.92% of the portfolio, ranked #33.

Capital Advisors Inc first reported a position in BA in Q2 2017 and has held it in 26 quarters since. The position peaked at $59.9M in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Capital Advisors Inc held 287,971 shares of Boeing worth $57.3M as of Q1 2026.
  • Capital Advisors Inc bought 12,171 Boeing shares in Q1 2026, an estimated $2.77M.
  • Boeing made up 0.92% of Capital Advisors Inc's portfolio in Q1 2026, its #33 holding.
  • Capital Advisors Inc first reported a position in Boeing in Q2 2017 and has held it in 26 quarters since.
  • Capital Advisors Inc's Boeing position peaked at $59.9M in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.