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Money Concepts Capital’s Boeing BA Stock Holding History

Money Concepts 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 		$500K Sell
2,310
-430
-16% -$95.7K 0.02% 419
2026
Q1 		$545K Buy
2,740
+143
+6% +$32.6K 0.03% 370
2025
Q4 		$564K Buy
2,597
+172
+7% +$35.4K 0.03% 333
2025
Q3 		$523K Buy
2,425
+60
+3% +$13.5K 0.03% 319
2025
Q2 		$496K Buy
2,365
+281
+13% +$53.1K 0.03% 309
2025
Q1 		$355K Sell
2,084
-93
-4% -$16.1K 0.03% 332
2024
Q4 		$385K Buy
2,177
+253
+13% +$39.7K 0.03% 319
2024
Q3 		$293K Buy
1,924
+724
+60% +$124K 0.02% 352
2024
Q2 		$218K Sell
1,200
-60
-5% -$10.7K 0.02% 364
2024
Q1 		$243K Sell
1,260
-589
-32% -$121K 0.02% 355
2023
Q4 		$482K Buy
1,849
+44
+2% +$9.41K 0.04% 282
2023
Q3 		$346K Sell
1,805
-81
-4% -$17.7K 0.04% 285
2023
Q2 		$398K Buy
1,886
+32
+2% +$6.65K 0.04% 279
2023
Q1 		$394K Sell
1,854
-5,149
-74% -$1.07M 0.02% 321
2022
Q4 		$1.33M Buy
7,003
+5,429
+345% +$888K 0.06% 242
2022
Q3 		$191K Buy
1,574
+19
+1% +$2.91K 0.01% 434
2022
Q2 		$217K Sell
1,555
-5,273
-77% -$778K 0.02% 391
2022
Q1 		$1.31M Buy
6,828
+5,219
+324% +$1.05M 0.07% 255
2021
Q4 		$324K Buy
+1,609
New +$340K 0.03% 385
2021
Q1 		$325K Buy
1,275
+12
+1% +$2.67K 0.03% 390
2020
Q4 		$270K Buy
+1,263
New +$243K 0.02% 372

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 $3.38T AUM 44.17% 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

Money Concepts Capital's BA Position: Q2 2026 in Review

Money Concepts Capital reduced its Boeing (BA) stake by 16% in Q2 2026, selling an estimated $95.7K and leaving 2,310 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #419.

Money Concepts Capital first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.33M in Q4 2022. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Money Concepts Capital held 2,310 shares of Boeing worth $500K as of Q2 2026.
  • Money Concepts Capital sold 430 Boeing shares in Q2 2026, an estimated $95.7K.
  • Boeing made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #419 holding.
  • Money Concepts Capital first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Boeing position peaked at $1.33M in Q4 2022.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.