Neo Ivy Capital Management’s Boeing BA Stock Holding History

Neo Ivy 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	$2.86M	Buy	+14,361	New	+$3.27M	0.75%	32
2025 Q4	–	Sell	-15,388	Closed	-$3.32M	–	355
2025 Q3	$3.32M	Buy	15,388 +13,244	+618%	+$2.99M	0.81%	25
2025 Q2	$449K	Sell	2,144 -22,384	-91%	-$4.23M	0.14%	199
2025 Q1	$4.18M	Buy	+24,528	New	+$4.25M	1.33%	5
2023 Q4	–	Sell	-980	Closed	-$188K	–	298
2023 Q3	$188K	Sell	980 -1,528	-61%	-$334K	0.08%	231
2023 Q2	$530K	Buy	+2,508	New	+$521K	0.28%	117
2022 Q4	–	Sell	-219	Closed	-$27K	–	337
2022 Q3	$27K	Buy	219 +4	+2%	+$613	0.07%	275
2022 Q2	$29K	Sell	215 -3,195	-94%	-$471K	0.08%	280
2022 Q1	$654K	Buy	3,410 +977	+40%	+$196K	0.59%	26
2021 Q4	$490K	Buy	+2,433	New	+$514K	0.7%	28
2021 Q3	–	Sell	-2,099	Closed	-$503K	–	463
2021 Q2	$503K	Buy	2,099 +1,048	+100%	+$253K	0.51%	58
2021 Q1	$268K	Buy	1,051 +426	+68%	+$94.7K	0.29%	122
2020 Q4	$134K	Buy	625 +468	+298%	+$90K	0.15%	212
2020 Q3	$25K	Buy	+157	New	+$26.8K	0.03%	402

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Neo Ivy Capital Management's BA Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Boeing (BA) in Q1 2026: 14,361 shares worth $2.86M. The stake represents 0.75% of the portfolio and ranks #32 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in BA as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in BA in Q3 2020 and has held it in 14 quarters since. The position peaked at $4.18M in Q1 2025. 2,515 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Neo Ivy Capital Management held 14,361 shares of Boeing worth $2.86M as of Q1 2026.
Boeing was a new Neo Ivy Capital Management position in Q1 2026.
Boeing made up 0.75% of Neo Ivy Capital Management's portfolio in Q1 2026, its #32 holding.
Neo Ivy Capital Management first reported a position in Boeing in Q3 2020 and has held it in 14 quarters since.
Neo Ivy Capital Management's Boeing position peaked at $4.18M in Q1 2025.
2,515 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.