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

CastleKeep 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
Q2 		$4.78M Buy
22,103
+267
+1% +$59.4K 2.4% 14
2026
Q1 		$4.35M Buy
21,836
+736
+3% +$168K 2.36% 13
2025
Q4 		$4.58M Buy
21,100
+105
+0.5% +$21.6K 2.07% 11
2025
Q3 		$4.53M Buy
20,995
+367
+2% +$82.7K 2.12% 13
2025
Q2 		$4.32M Sell
20,628
-3,300
-14% -$623K 2.11% 14
2025
Q1 		$4.08M Buy
23,928
+5,739
+32% +$993K 2.1% 14
2024
Q4 		$3.22M Buy
18,189
+1,196
+7% +$188K 2.25% 9
2024
Q3 		$2.58M Buy
16,993
+5,355
+46% +$918K 1.76% 10
2024
Q2 		$2.12M Sell
11,638
-139
-1% -$24.8K 1.63% 10
2024
Q1 		$2.27M Buy
+11,777
New +$2.42M 1.64% 11

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

CastleKeep Investment Advisors's BA Position: Q2 2026 in Review

CastleKeep Investment Advisors increased its Boeing (BA) stake by 1.2% in Q2 2026, buying an estimated $59.4K and bringing the position to 22,103 shares worth $4.78M. The position accounts for 2.4% of the portfolio, ranked #14.

CastleKeep Investment Advisors first reported a position in BA in Q1 2024 and has held it in 10 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CastleKeep Investment Advisors held 22,103 shares of Boeing worth $4.78M as of Q2 2026.
  • CastleKeep Investment Advisors bought 267 Boeing shares in Q2 2026, an estimated $59.4K.
  • Boeing made up 2.4% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • CastleKeep Investment Advisors first reported a position in Boeing in Q1 2024 and has held it in 10 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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