Fidelis Capital Partners’s Boeing BA Stock Holding History

Fidelis 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 Q2	$1.16M	Buy	5,346 +239	+5%	+$53.2K	0.07%	210
2026 Q1	$1.02M	Buy	5,107 +155	+3%	+$35.3K	0.07%	207
2025 Q4	$1.08M	Sell	4,952 -579	-10%	-$119K	0.08%	187
2025 Q3	$1.19M	Buy	5,531 +2,382	+76%	+$537K	0.09%	171
2025 Q2	$709K	Buy	3,149 +983	+45%	+$186K	0.06%	221
2025 Q1	$385K	Buy	2,166 +207	+11%	+$35.8K	0.04%	284
2024 Q4	$345K	Buy	+1,959	New	+$307K	0.03%	314
2024 Q3	–	Sell	-1,917	Closed	-$313K	–	413
2024 Q2	$313K	Sell	1,917 -1,137	-37%	-$203K	0.04%	278
2024 Q1	$589K	Sell	3,054 -88	-3%	-$18.1K	0.09%	193
2023 Q4	$819K	Buy	3,142 +1,853	+144%	+$396K	0.18%	111
2023 Q3	$247K	Sell	1,289 -279	-18%	-$61K	0.08%	226
2023 Q2	$331K	Sell	1,568 -7	-0.4%	-$1.45K	0.12%	181
2023 Q1	$312K	Buy	+1,575	New	+$327K	0.13%	168

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelis Capital Partners's BA Position: Q2 2026 in Review

Fidelis Capital Partners increased its Boeing (BA) stake by 4.7% in Q2 2026, buying an estimated $53.2K and bringing the position to 5,346 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #210.

Fidelis Capital Partners first reported a position in BA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q3 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Fidelis Capital Partners held 5,346 shares of Boeing worth $1.16M as of Q2 2026.
Fidelis Capital Partners bought 239 Boeing shares in Q2 2026, an estimated $53.2K.
Boeing made up 0.07% of Fidelis Capital Partners's portfolio in Q2 2026, its #210 holding.
Fidelis Capital Partners first reported a position in Boeing in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Boeing position peaked at $1.19M in Q3 2025.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.