Optima Capital’s Boeing BA Stock Holding History

Optima 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	$200K	Buy	+925	New	+$206K	0.08%	164
2026 Q1	–	Sell	-1,829	Closed	-$397K	–	260
2025 Q4	$397K	Buy	1,829 +4	+0.2%	+$823	0.17%	103
2025 Q3	$394K	Sell	1,825 -17	-0.9%	-$3.83K	0.19%	100
2025 Q2	$386K	Sell	1,842 -1	-0.1%	-$189	0.21%	108
2025 Q1	$314K	Buy	1,843 +289	+19%	+$50K	0.2%	102
2024 Q4	$275K	Buy	+1,554	New	+$244K	0.19%	128

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

Optima Capital's BA Position: Q2 2026 in Review

Optima Capital opened a new position in Boeing (BA) in Q2 2026: 925 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings. This is a return to the name: Optima Capital previously reported a position in BA as recently as Q4 2025.

Optima Capital first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $397K in Q4 2025. 849 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Optima Capital held 925 shares of Boeing worth $200K as of Q2 2026.
Boeing was a new Optima Capital position in Q2 2026.
Boeing made up 0.08% of Optima Capital's portfolio in Q2 2026, its #164 holding.
Optima Capital first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
Optima Capital's Boeing position peaked at $397K in Q4 2025.
849 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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