Jacobsen Capital Management’s Boeing BA Stock Holding History

Jacobsen Capital 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 Q2	$241K	Hold	1,115	–	–	0.07%	110
2026 Q1	$222K	Buy	1,115 +40	+4%	+$9.11K	0.07%	108
2025 Q4	$233K	Buy	1,075 +5	+0.5%	+$1.03K	0.08%	103
2025 Q3	$231K	Buy	1,070 +47	+5%	+$10.6K	0.08%	106
2025 Q2	$214K	Buy	+1,023	New	+$193K	0.08%	105
2019 Q4	–	Sell	-530	Closed	-$201K	–	60
2019 Q3	$201K	Sell	530 -70	-12%	-$25K	0.19%	64
2019 Q2	$218K	Buy	+600	New	+$219K	0.22%	60

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's BA Position: Q2 2026 in Review

Jacobsen Capital Management held its Boeing (BA) position steady in Q2 2026 at 1,115 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #110.

Jacobsen Capital Management first reported a position in BA in Q2 2019 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Jacobsen Capital Management held 1,115 shares of Boeing worth $241K as of Q2 2026.
Jacobsen Capital Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.07% of Jacobsen Capital Management's portfolio in Q2 2026, its #110 holding.
Jacobsen Capital Management first reported a position in Boeing in Q2 2019 and has held it in 7 quarters since.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.