KG&L Capital Management’s Boeing BA Stock Holding History

KG&L 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	–	Sell	-42,400	Closed	-$3.09M	–	135
2025 Q4	$3.09M	Buy	42,400 +20,600	+94%	+$4.24M	0.77%	29
2025 Q3	$1.38M	Buy	+21,800	New	+$4.92M	0.37%	62
2021 Q4	–	Sell	-4,800	Closed	-$335K	–	145
2021 Q3	$335K	Buy	+4,800	New	+$1.07M	0.15%	113
2020 Q4	–	Sell	-12,300	Closed	-$814K	–	138
2020 Q3	$814K	Buy	+12,300	New	+$2.1M	0.51%	49

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

KG&L Capital Management's BA Position: Q1 2026 in Review

KG&L Capital Management reduced its Boeing (BA) stake by 93% in Q1 2026, selling an estimated $4.06M and leaving 1,290 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #107.

KG&L Capital Management first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.11M in Q4 2023. 2,508 funds tracked by Wall St. Rank hold BA as of Q1 2026.

KG&L Capital Management held 1,290 shares of Boeing worth $258K as of Q1 2026.
KG&L Capital Management sold 17,826 Boeing shares in Q1 2026, an estimated $4.06M.
Boeing made up 0.19% of KG&L Capital Management's portfolio in Q1 2026, its #107 holding.
KG&L Capital Management first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
KG&L Capital Management's Boeing position peaked at $8.11M in Q4 2023.
2,508 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.