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Kapstone Financial Advisors’s Boeing BA Stock Holding History

Kapstone Financial Advisors’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 		$313K Hold
1,447
– – 0.13% 114
2026
Q1 		$288K Buy
1,447
+100
+7% +$22.8K 0.14% 103
2025
Q4 		$292K Sell
1,347
-20
-1% -$4.11K 0.15% 87
2025
Q3 		$295K Sell
1,367
-254
-16% -$57.3K 0.14% 78
2025
Q2 		$340K Hold
1,621
– – 0.17% 71
2025
Q1 		$276K Sell
1,621
-151
-9% -$26.1K 0.16% 80
2024
Q4 		$308K Sell
1,772
-157
-8% -$24.6K 0.16% 76
2024
Q3 		$302K Sell
1,929
-75
-4% -$12.9K 0.18% 78
2024
Q2 		$365K Sell
2,004
-222
-10% -$39.6K 0.24% 70
2024
Q1 		$430K Sell
2,226
-34
-2% -$6.99K 0.29% 62
2023
Q4 		$456K Buy
2,260
+302
+15% +$64.6K 0.36% 57
2023
Q3 		$375K Sell
1,958
-642
-25% -$140K 0.34% 59
2023
Q2 		$619K Buy
2,600
+94
+4% +$19.5K 0.51% 40
2023
Q1 		$535K Sell
2,506
-159
-6% -$33K 0.48% 46
2022
Q4 		$558K Buy
+2,665
New +$436K 0.51% 43

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

Kapstone Financial Advisors's BA Position: Q2 2026 in Review

Kapstone Financial Advisors held its Boeing (BA) position steady in Q2 2026 at 1,447 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #114.

Kapstone Financial Advisors first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $619K in Q2 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Kapstone Financial Advisors held 1,447 shares of Boeing worth $313K as of Q2 2026.
  • Kapstone Financial Advisors left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.13% of Kapstone Financial Advisors's portfolio in Q2 2026, its #114 holding.
  • Kapstone Financial Advisors first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Boeing position peaked at $619K in Q2 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.