Capstone Investment Advisors
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Capstone Investment Advisors’s Boeing BA Stock Holding History

Capstone Investment 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
Q1 		$17.6M Buy
88,400
+33,100
+60% +$7.54M 0.03% 197
2025
Q4 		$12M Sell
55,300
-107,400
-66% -$22.1M 0.02% 242
2025
Q3 		$35.1M Buy
162,700
+4,300
+3% +$970K 0.07% 130
2025
Q2 		$33.2M Sell
158,400
-36,400
-19% -$6.88M 0.08% 98
2025
Q1 		$33.2M Sell
194,800
-70,000
-26% -$12.1M 0.09% 109
2024
Q4 		$46.9M Buy
264,800
+87,500
+49% +$13.7M 0.11% 104
2024
Q3 		$27M Sell
177,300
-37,000
-17% -$6.34M 0.08% 145
2024
Q2 		$39M Sell
214,300
-5,500
-3% -$980K 0.12% 110
2024
Q1 		$42.4M Sell
219,800
-114,100
-34% -$23.4M 0.15% 97
2023
Q4 		$87M Buy
333,900
+222,500
+200% +$47.6M 0.26% 55
2023
Q3 		$21.4M Buy
111,400
+20,600
+23% +$4.51M 0.1% 138
2023
Q2 		$19.2M Buy
90,800
+14,400
+19% +$2.99M 0.09% 143
2023
Q1 		$16.2M Sell
76,400
-17,700
-19% -$3.68M 0.08% 167
2022
Q4 		$17.9M Buy
94,100
+17,600
+23% +$2.88M 0.13% 121
2022
Q3 		$9.26M Sell
76,500
-36,900
-33% -$5.66M 0.06% 250
2022
Q2 		$15.5M Sell
113,400
-187,600
-62% -$27.7M 0.08% 173
2022
Q1 		$57.6M Sell
301,000
-376,600
-56% -$75.6M 0.16% 93
2021
Q4 		$136M Buy
677,600
+115,900
+21% +$24.5M 0.23% 82
2021
Q3 		$124M Buy
561,700
+22,200
+4% +$4.95M 0.24% 80
2021
Q2 		$129M Buy
539,500
+11,500
+2% +$2.78M 0.29% 74
2021
Q1 		$134M Buy
528,000
+212,500
+67% +$47.2M 0.4% 43
2020
Q4 		$67.5M Buy
315,500
+117,000
+59% +$22.5M 0.23% 81
2020
Q3 		$32.8M Buy
198,500
+48,100
+32% +$8.2M 0.17% 107
2020
Q2 		$27.6M Buy
150,400
+123,800
+465% +$19M 0.18% 98
2020
Q1 		$3.97M Sell
26,600
-149,600
-85% -$41M 0.06% 333
2019
Q4 		$57.4M Buy
176,200
+15,200
+9% +$5.38M 0.31% 65
2019
Q3 		$61.3M Buy
161,000
+25,000
+18% +$8.94M 0.42% 46
2019
Q2 		$49.5M Buy
136,000
+16,500
+14% +$6.02M 0.36% 60
2019
Q1 		$45.6M Buy
119,500
+55,700
+87% +$21.4M 0.42% 49
2018
Q4 		$20.6M Buy
63,800
+19,000
+42% +$6.56M 0.25% 68
2018
Q3 		$16.7M Buy
44,800
+26,900
+150% +$9.45M 0.19% 87
2018
Q2 		$6.01M Buy
17,900
+16,700
+1,392% +$5.74M 0.09% 139
2018
Q1 		$393K Buy
+1,200
New +$405K 0.01% 277
2015
Q2 		– Sell
-12,200
Closed -$1.83M – 290
2015
Q1 		$1.83M Buy
+12,200
New +$1.78M 0.03% 209
2014
Q3 		– Sell
-58,200
Closed -$7.4M – 431
2014
Q2 		$7.4M Buy
+58,200
New +$7.6M 0.1% 154
2014
Q1 		– Sell
-47,900
Closed -$6.54M – 383
2013
Q4 		$6.54M Sell
47,900
-10,100
-17% -$1.31M 0.07% 153
2013
Q3 		$6.82M Sell
58,000
-43,700
-43% -$4.71M 0.07% 152
2013
Q2 		$10.4M Buy
+101,700
New +$9.66M 0.11% 92

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

Capstone Investment Advisors's BA Position: Q1 2026 in Review

Capstone Investment Advisors increased its Boeing (BA) stake by 530% in Q1 2026, buying an estimated $13.6M and bringing the position to 71,006 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #234.

Capstone Investment Advisors first reported a position in BA in Q2 2013 and has held it in 36 quarters since. The position peaked at $43.8M in Q4 2021. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Capstone Investment Advisors held 71,006 shares of Boeing worth $14.1M as of Q1 2026.
  • Capstone Investment Advisors bought 59,743 Boeing shares in Q1 2026, an estimated $13.6M.
  • Boeing made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #234 holding.
  • Capstone Investment Advisors first reported a position in Boeing in Q2 2013 and has held it in 36 quarters since.
  • Capstone Investment Advisors's Boeing position peaked at $43.8M in Q4 2021.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.