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Northcape Wealth Management’s Boeing BA Stock Holding History

Northcape Wealth 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 		$3.28M Buy
16,496
+10,895
+195% +$2.48M 0.9% 35
2025
Q4 		$1.22M Buy
5,601
+1,735
+45% +$357K 0.34% 68
2025
Q3 		$834K Buy
3,866
+18
+0.5% +$4.06K 0.24% 79
2025
Q2 		$806K Buy
3,848
+369
+11% +$69.7K 0.25% 76
2025
Q1 		$593K Hold
3,479
– – 0.19% 92
2024
Q4 		$616K Sell
3,479
-35
-1% -$5.49K 0.2% 87
2024
Q3 		$534K Sell
3,514
-195
-5% -$33.4K 0.18% 94
2024
Q2 		$675K Buy
3,709
+178
+5% +$31.7K 0.24% 81
2024
Q1 		$681K Buy
3,531
+40
+1% +$8.22K 0.25% 80
2023
Q4 		$910K Sell
3,491
-308
-8% -$65.9K 0.33% 73
2023
Q3 		$728K Sell
3,799
-80
-2% -$17.5K 0.28% 80
2023
Q2 		$819K Sell
3,879
-50
-1% -$10.4K 0.3% 77
2023
Q1 		$835K Buy
3,929
+2,745
+232% +$570K 0.3% 77
2022
Q4 		$226K Sell
1,184
-3,607
-75% -$590K 0.13% 71
2022
Q3 		$580K Buy
4,791
+2,757
+136% +$423K 0.21% 86
2022
Q2 		$278K Sell
2,034
-2,321
-53% -$342K 0.11% 103
2022
Q1 		$834K Buy
4,355
+3,210
+280% +$644K 0.24% 80
2021
Q4 		$231K Buy
+1,145
New +$242K 0.08% 120

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northcape Wealth Management's BA Position: Q1 2026 in Review

Northcape Wealth Management increased its Boeing (BA) stake by 195% in Q1 2026, buying an estimated $2.48M and bringing the position to 16,496 shares worth $3.28M. The position accounts for 0.9% of the portfolio, ranked #35.

Northcape Wealth Management first reported a position in BA in Q4 2021 and has held it in 18 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Northcape Wealth Management held 16,496 shares of Boeing worth $3.28M as of Q1 2026.
  • Northcape Wealth Management bought 10,895 Boeing shares in Q1 2026, an estimated $2.48M.
  • Boeing made up 0.9% of Northcape Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Northcape Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 18 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.