CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Boeing BA Stock Holding History

CAPTRUST 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
2023
Q4 		– Sell
-200
Closed -$38 – 2672
2023
Q3 		$38 Buy
+200
New +$43.8K ﹤0.01% 2609

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

CAPTRUST Financial Advisors's BA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Boeing (BA) stake by 20% in Q1 2026, buying an estimated $3.38M and bringing the position to 88,231 shares worth $17.6M. The position accounts for 0.03% of the portfolio, ranked #396.

CAPTRUST Financial Advisors first reported a position in BA in Q3 2017 and has held it in 35 quarters since. The position peaked at $27.5M in Q4 2023. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • CAPTRUST Financial Advisors held 88,231 shares of Boeing worth $17.6M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 14,826 Boeing shares in Q1 2026, an estimated $3.38M.
  • Boeing made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #396 holding.
  • CAPTRUST Financial Advisors first reported a position in Boeing in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Boeing position peaked at $27.5M in Q4 2023.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

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