CM
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Cercano Management’s Boeing BA Stock Holding History

Cercano Management’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 		$21.5M Buy
107,941
+16,939
+19% +$3.86M 0.93% 30
2025
Q4 		$19.8M Buy
91,002
+39,012
+75% +$8.02M 0.75% 29
2025
Q3 		$11.2M Buy
+51,990
New +$11.7M 0.43% 47

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

Cercano Management's BA Position: Q1 2026 in Review

Cercano Management increased its Boeing (BA) stake by 19% in Q1 2026, buying an estimated $3.86M and bringing the position to 107,941 shares worth $21.5M. The position accounts for 0.93% of the portfolio, ranked #30.

Cercano Management first reported a position in BA in Q3 2025 and has held it in 3 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Cercano Management held 107,941 shares of Boeing worth $21.5M as of Q1 2026.
  • Cercano Management bought 16,939 Boeing shares in Q1 2026, an estimated $3.86M.
  • Boeing made up 0.93% of Cercano Management's portfolio in Q1 2026, its #30 holding.
  • Cercano Management first reported a position in Boeing in Q3 2025 and has held it in 3 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.