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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
Q2 		$3.64M Buy
16,810
+314
+2% +$69.9K 0.95% 36
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 $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 $3.37T AUM 44.26% 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

Northcape Wealth Management's BA Position: Q2 2026 in Review

Northcape Wealth Management increased its Boeing (BA) stake by 1.9% in Q2 2026, buying an estimated $69.9K and bringing the position to 16,810 shares worth $3.64M. The position accounts for 0.95% of the portfolio, ranked #36.

Northcape Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Northcape Wealth Management held 16,810 shares of Boeing worth $3.64M as of Q2 2026.
  • Northcape Wealth Management bought 314 Boeing shares in Q2 2026, an estimated $69.9K.
  • Boeing made up 0.95% of Northcape Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Northcape Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.