JM2 Capital’s Boeing BA Stock Holding History

JM2 Capital’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	$394K	Buy	1,822 +38	+2%	+$8.45K	0.27%	84
2026 Q1	$355K	Buy	1,784 +72	+4%	+$16.4K	0.29%	79
2025 Q4	$372K	Buy	+1,712	New	+$352K	0.3%	81

Other funds holding BA

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JM2 Capital's BA Position: Q2 2026 in Review

JM2 Capital increased its Boeing (BA) stake by 2.1% in Q2 2026, buying an estimated $8.45K and bringing the position to 1,822 shares worth $394K. The position accounts for 0.27% of the portfolio, ranked #84.

JM2 Capital first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 1,571 funds tracked by Wall St. Rank hold BA as of Q2 2026.

JM2 Capital held 1,822 shares of Boeing worth $394K as of Q2 2026.
JM2 Capital bought 38 Boeing shares in Q2 2026, an estimated $8.45K.
Boeing made up 0.27% of JM2 Capital's portfolio in Q2 2026, its #84 holding.
JM2 Capital first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
1,571 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.