Kanawha Capital Management’s Boeing BA Stock Holding History

Kanawha 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 Q1	$399K	Sell	2,007 -372	-16%	-$84.7K	0.03%	168
2025 Q4	$517K	Buy	+2,379	New	+$489K	0.04%	154
2020 Q1	–	Sell	-687	Closed	-$224K	–	180
2019 Q4	$224K	Hold	687	–	–	0.03%	185
2019 Q3	$261K	Sell	687 -25	-4%	-$8.94K	0.03%	165
2019 Q2	$259K	Sell	712 -15	-2%	-$5.47K	0.03%	159
2019 Q1	$277K	Hold	727	–	–	0.04%	149
2018 Q4	$234K	Buy	727 +35	+5%	+$12.1K	0.04%	153
2018 Q3	$257K	Hold	692	–	–	0.04%	155
2018 Q2	$232K	Hold	692	–	–	0.03%	161
2018 Q1	$227K	Hold	692	–	–	0.03%	163
2017 Q4	$204K	Buy	+692	New	+$187K	0.03%	166

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kanawha Capital Management's BA Position: Q1 2026 in Review

Kanawha Capital Management reduced its Boeing (BA) stake by 16% in Q1 2026, selling an estimated $84.7K and leaving 2,007 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #168.

Kanawha Capital Management first reported a position in BA in Q4 2017 and has held it in 11 quarters since. The position peaked at $517K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Kanawha Capital Management held 2,007 shares of Boeing worth $399K as of Q1 2026.
Kanawha Capital Management sold 372 Boeing shares in Q1 2026, an estimated $84.7K.
Boeing made up 0.03% of Kanawha Capital Management's portfolio in Q1 2026, its #168 holding.
Kanawha Capital Management first reported a position in Boeing in Q4 2017 and has held it in 11 quarters since.
Kanawha Capital Management's Boeing position peaked at $517K in Q4 2025.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.