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Capstone Financial Advisors’s Boeing BA Stock Holding History

Capstone Financial 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 		$362K Sell
1,671
-101
-6% -$22.5K 0.02% 128
2026
Q1 		$353K Sell
1,772
-122
-6% -$27.8K 0.02% 130
2025
Q4 		$411K Buy
1,894
+324
+21% +$66.6K 0.02% 111
2025
Q3 		$339K Buy
1,570
+53
+3% +$11.9K 0.02% 131
2025
Q2 		$318K Sell
1,517
-27
-2% -$5.1K 0.02% 121
2025
Q1 		$263K Sell
1,544
-700
-31% -$121K 0.02% 122
2024
Q4 		$397K Sell
2,244
-113
-5% -$17.7K 0.02% 101
2024
Q3 		$358K Hold
2,357
– – 0.02% 105
2024
Q2 		$429K Hold
2,357
– – 0.03% 91
2024
Q1 		$455K Sell
2,357
-300
-11% -$61.6K 0.03% 86
2023
Q4 		$693K Buy
2,657
+225
+9% +$48.1K 0.05% 67
2023
Q3 		$466K Hold
2,432
– – 0.04% 80
2023
Q2 		$514K Sell
2,432
-9
-0.4% -$1.87K 0.04% 76
2023
Q1 		$519K Buy
2,441
+31
+1% +$6.44K 0.04% 70
2022
Q4 		$459K Hold
2,410
– – 0.04% 77
2022
Q3 		$292K Buy
2,410
+200
+9% +$30.7K 0.03% 97
2022
Q2 		$302K Sell
2,210
-6
-0.3% -$885 0.03% 100
2022
Q1 		$424K Buy
2,216
+6
+0.3% +$1.2K 0.03% 87
2021
Q4 		$445K Sell
2,210
-9
-0.4% -$1.9K 0.03% 85
2021
Q3 		$488K Hold
2,219
– – 0.04% 69
2021
Q2 		$532K Buy
2,219
+412
+23% +$99.6K 0.04% 69
2021
Q1 		$460K Sell
1,807
-127
-7% -$28.2K 0.04% 67
2020
Q4 		$414K Buy
1,934
+43
+2% +$8.27K 0.04% 66
2020
Q3 		$313K Buy
1,891
+20
+1% +$3.41K 0.03% 71
2020
Q2 		$343K Buy
1,871
+20
+1% +$3.07K 0.04% 59
2020
Q1 		$276K Buy
+1,851
New +$507K 0.04% 58
2014
Q3 		– Sell
-1,911
Closed -$243K – 80
2014
Q2 		$243K Buy
1,911
+35
+2% +$4.57K 0.17% 45
2014
Q1 		$235K Sell
1,876
-501
-21% -$65.3K 0.14% 45
2013
Q4 		$324K Buy
+2,377
New +$309K 0.21% 38

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

Capstone Financial Advisors's BA Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Boeing (BA) stake by 5.7% in Q2 2026, selling an estimated $22.5K and leaving 1,671 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #128.

Capstone Financial Advisors first reported a position in BA in Q4 2013 and has held it in 29 quarters since. The position peaked at $693K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Capstone Financial Advisors held 1,671 shares of Boeing worth $362K as of Q2 2026.
  • Capstone Financial Advisors sold 101 Boeing shares in Q2 2026, an estimated $22.5K.
  • Boeing made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Capstone Financial Advisors first reported a position in Boeing in Q4 2013 and has held it in 29 quarters since.
  • Capstone Financial Advisors's Boeing position peaked at $693K in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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