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CVFG LLC’s Boeing BA Stock Holding History

CVFG LLC’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 		$515K Hold
2,381
– – 0.05% 188
2026
Q1 		$474K Buy
2,381
+5
+0.2% +$1.14K 0.06% 181
2025
Q4 		$516K Buy
2,376
+10
+0.4% +$2.06K 0.35% 57
2025
Q3 		$511K Sell
2,366
-195
-8% -$44K 0.37% 56
2025
Q2 		$537K Buy
2,561
+800
+45% +$151K 0.43% 52
2025
Q1 		$300K Buy
1,761
+125
+8% +$21.6K 0.27% 71
2024
Q4 		$290K Buy
+1,636
New +$257K 0.26% 71

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

CVFG LLC's BA Position: Q2 2026 in Review

CVFG LLC held its Boeing (BA) position steady in Q2 2026 at 2,381 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #188.

CVFG LLC first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q2 2025. 2,608 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CVFG LLC held 2,381 shares of Boeing worth $515K as of Q2 2026.
  • CVFG LLC left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.05% of CVFG LLC's portfolio in Q2 2026, its #188 holding.
  • CVFG LLC first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's Boeing position peaked at $537K in Q2 2025.
  • 2,608 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.