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Capital Performance Advisors’s Boeing BA Stock Holding History

Capital Performance Advisors’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 		$359K Sell
1,659
-331
-17% -$73.6K 0.02% 211
2026
Q1 		$396K Buy
1,990
+810
+69% +$184K 0.03% 256
2025
Q4 		$256K Buy
1,180
+172
+17% +$35.4K 0.02% 352
2025
Q3 		$217K Buy
+1,008
New +$227K 0.04% 295
2024
Q4 		– Sell
-12
Closed -$1.76K – 428
2024
Q3 		$1.76K Buy
+12
New +$2.06K ﹤0.01% 1626

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

Capital Performance Advisors's BA Position: Q2 2026 in Review

Capital Performance Advisors reduced its Boeing (BA) stake by 17% in Q2 2026, selling an estimated $73.6K and leaving 1,659 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #211.

Capital Performance Advisors first reported a position in BA in Q3 2024 and has held it in 5 quarters since. The position peaked at $396K in Q1 2026. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Capital Performance Advisors held 1,659 shares of Boeing worth $359K as of Q2 2026.
  • Capital Performance Advisors sold 331 Boeing shares in Q2 2026, an estimated $73.6K.
  • Boeing made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #211 holding.
  • Capital Performance Advisors first reported a position in Boeing in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's Boeing position peaked at $396K in Q1 2026.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.