Narwhal Capital Management’s Boeing BA Stock Holding History

Narwhal 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 Q2	$645K	Sell	2,980 -477	-14%	-$106K	0.04%	115
2026 Q1	$688K	Buy	3,457 +633	+22%	+$144K	0.05%	109
2025 Q4	$613K	Buy	2,824 +6	+0.2%	+$1.23K	0.04%	114
2025 Q3	$608K	Hold	2,818	–	–	0.05%	118
2025 Q2	$590K	Sell	2,818 -409	-13%	-$77.3K	0.05%	122
2025 Q1	$550K	Buy	3,227 +310	+11%	+$53.7K	0.05%	126
2024 Q4	$516K	Sell	2,917 -10	-0.3%	-$1.57K	0.05%	128
2024 Q3	$445K	Sell	2,927 -10,671	-78%	-$1.83M	0.04%	130
2024 Q2	$2.47M	Hold	13,598	–	–	0.23%	72
2024 Q1	$2.62M	Sell	13,598 -1,500	-10%	-$308K	0.26%	77
2023 Q4	$3.94M	Sell	15,098 -2	-0%	-$428	0.43%	65
2023 Q3	$2.89M	Sell	15,100 -525	-3%	-$115K	0.35%	67
2023 Q2	$3.3M	Hold	15,625	–	–	0.39%	66
2023 Q1	$3.32M	Sell	15,625 -82	-0.5%	-$17K	0.42%	63
2022 Q4	$2.99M	Buy	15,707 +69	+0.4%	+$11.3K	0.4%	63
2022 Q3	$1.89M	Buy	15,638 +455	+3%	+$69.8K	0.27%	77
2022 Q2	$2.08M	Sell	15,183 -2,160	-12%	-$319K	0.28%	73
2022 Q1	$3.32M	Sell	17,343 -8	-0%	-$1.61K	0.39%	64
2021 Q4	$3.49M	Sell	17,351 -268	-2%	-$56.6K	0.4%	64
2021 Q3	$3.88M	Sell	17,619 -218	-1%	-$48.6K	0.49%	54
2021 Q2	$4.27M	Sell	17,837 -1,369	-7%	-$331K	0.54%	52
2021 Q1	$4.89M	Sell	19,206 -403	-2%	-$89.6K	0.66%	47
2020 Q4	$4.2M	Sell	19,609 -1,693	-8%	-$325K	0.6%	47
2020 Q3	$3.52M	Sell	21,302 -5,766	-21%	-$983K	0.57%	55
2020 Q2	$4.96M	Sell	27,068 -808	-3%	-$124K	0.86%	38
2020 Q1	$4.16M	Buy	27,876 +4,868	+21%	+$1.33M	0.9%	39
2019 Q4	$7.5M	Sell	23,008 -2,389	-9%	-$846K	1.38%	22
2019 Q3	$9.66M	Sell	25,397 -673	-3%	-$241K	1.94%	8
2019 Q2	$9.49M	Buy	26,070 +3,609	+16%	+$1.32M	1.96%	9
2019 Q1	$8.57M	Buy	22,461 +3,896	+21%	+$1.5M	1.86%	8
2018 Q4	$5.99M	Buy	18,565 +15	+0.1%	+$5.18K	1.48%	16
2018 Q3	$6.9M	Hold	18,550	–	–	1.52%	14
2018 Q2	$6.22M	Hold	18,550	–	–	1.45%	17
2018 Q1	$6.08M	Hold	18,550	–	–	1.41%	18
2017 Q4	$5.47M	Hold	18,550	–	–	1.26%	22
2017 Q3	$4.72M	Sell	18,550 -300	-2%	-$69.9K	1.17%	24
2017 Q2	$3.73M	Buy	18,850 +3,750	+25%	+$698K	0.97%	35
2017 Q1	$2.67M	Buy	15,100 +400	+3%	+$68.1K	0.74%	45
2016 Q4	$2.29M	Sell	14,700 -1,100	-7%	-$161K	0.69%	51
2016 Q3	$2.08M	Hold	15,800	–	–	0.65%	53
2016 Q2	$2.05M	Sell	15,800 -150	-0.9%	-$19.6K	0.64%	55
2016 Q1	$2.02M	Hold	15,950	–	–	0.66%	55
2015 Q4	$2.31M	Hold	15,950	–	–	0.8%	43
2015 Q3	$2.09M	Hold	15,950	–	–	0.78%	43
2015 Q2	$2.21M	Hold	15,950	–	–	0.81%	43
2015 Q1	$2.39M	Hold	15,950	–	–	0.88%	39
2014 Q4	$2.07M	Sell	15,950 -1,000	-6%	-$127K	0.8%	43
2014 Q3	$2.16M	Hold	16,950	–	–	0.87%	39
2014 Q2	$2.16M	Hold	16,950	–	–	0.83%	40
2014 Q1	$2.13M	Sell	16,950 -300	-2%	-$39.1K	0.88%	37
2013 Q4	$2.35M	Hold	17,250	–	–	0.97%	23
2013 Q3	$2.03M	Buy	17,250 +980	+6%	+$106K	0.97%	32
2013 Q2	$1.67M	Buy	+16,270	New	+$1.55M	0.8%	51

Other funds holding BA

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Narwhal Capital Management's BA Position: Q2 2026 in Review

Narwhal Capital Management reduced its Boeing (BA) stake by 14% in Q2 2026, selling an estimated $106K and leaving 2,980 shares worth $645K. The position accounts for 0.04% of the portfolio, ranked #115.

Narwhal Capital Management first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.66M in Q3 2019. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Narwhal Capital Management held 2,980 shares of Boeing worth $645K as of Q2 2026.
Narwhal Capital Management sold 477 Boeing shares in Q2 2026, an estimated $106K.
Boeing made up 0.04% of Narwhal Capital Management's portfolio in Q2 2026, its #115 holding.
Narwhal Capital Management first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
Narwhal Capital Management's Boeing position peaked at $9.66M in Q3 2019.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.