Carmel Capital Partners’s Boeing BA Stock Holding History

Carmel Capital Partners’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 Q3	$1.02M	Hold	5,501	–	–	0.37%	57
2026 Q2	$1.19M	Hold	5,501	–	–	0.39%	57
2026 Q1	$1.09M	Hold	5,501	–	–	0.4%	64
2025 Q4	$1.19M	Buy	5,501 +1,000	+22%	+$206K	0.42%	60
2025 Q3	$971K	Sell	4,501 -60	-1%	-$13.5K	0.41%	57
2025 Q2	$956K	Sell	4,561 -10	-0.2%	-$1.89K	0.34%	66
2025 Q1	$780K	Sell	4,571 -990	-18%	-$171K	0.31%	68
2024 Q4	$984K	Sell	5,561 -2,548	-31%	-$400K	0.4%	55
2024 Q3	$1.23M	Hold	8,109	–	–	0.48%	41
2024 Q2	$1.48M	Buy	8,109 +4,000	+97%	+$713K	0.62%	31
2024 Q1	$793K	Buy	+4,109	New	+$844K	0.33%	62
2023 Q4	–	Sell	-709	Closed	-$136K	–	192
2023 Q3	$136K	Buy	709 +549	+343%	+$120K	0.06%	174
2023 Q2	$33.8K	Sell	160 -440	-73%	-$91.4K	0.02%	226
2023 Q1	$127K	Buy	+600	New	+$125K	0.08%	166
2022 Q3	–	Sell	-4,208	Closed	-$575K	–	118
2022 Q2	$575K	Buy	+4,208	New	+$621K	0.54%	58

Other funds holding BA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Carmel Capital Partners's BA Position: Q3 2026 in Review

Carmel Capital Partners held its Boeing (BA) position steady in Q3 2026 at 5,501 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #57.

Carmel Capital Partners first reported a position in BA in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2024. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Carmel Capital Partners held 5,501 shares of Boeing worth $1.02M as of Q3 2026.
Carmel Capital Partners left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.37% of Carmel Capital Partners's portfolio in Q3 2026, its #57 holding.
Carmel Capital Partners first reported a position in Boeing in Q2 2022 and has held it in 15 quarters since.
Carmel Capital Partners's Boeing position peaked at $1.48M in Q2 2024.
2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.