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Orion Capital Management’s Boeing BA Stock Holding History

Orion 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 		$473K Buy
2,183
+40
+2% +$8.9K 0.15% 90
2026
Q1 		$427K Buy
2,143
+50
+2% +$11.4K 0.15% 94
2025
Q4 		$454K Buy
2,093
+1,105
+112% +$227K 0.15% 88
2025
Q3 		$213K Hold
988
– – 0.07% 148
2025
Q2 		$207K Buy
988
+100
+11% +$18.9K 0.08% 134
2025
Q1 		$151K Buy
888
+770
+653% +$133K 0.06% 148
2024
Q4 		$20.9K Buy
+118
New +$18.5K 0.01% 314
2024
Q3 		– Sell
-58
Closed -$10.6K – 169
2024
Q2 		$10.6K Hold
58
– – 0.01% 349
2024
Q1 		$11.2K Sell
58
-2,080
-97% -$427K 0.01% 370
2023
Q4 		$557K Buy
2,138
+2,130
+26,625% +$456K 0.33% 61
2023
Q3 		$1.53K Buy
+8
New +$1.75K ﹤0.01% 468

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

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

Orion Capital Management increased its Boeing (BA) stake by 1.9% in Q2 2026, buying an estimated $8.9K and bringing the position to 2,183 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #90.

Orion Capital Management first reported a position in BA in Q3 2023 and has held it in 11 quarters since. The position peaked at $557K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Orion Capital Management held 2,183 shares of Boeing worth $473K as of Q2 2026.
  • Orion Capital Management bought 40 Boeing shares in Q2 2026, an estimated $8.9K.
  • Boeing made up 0.15% of Orion Capital Management's portfolio in Q2 2026, its #90 holding.
  • Orion Capital Management first reported a position in Boeing in Q3 2023 and has held it in 11 quarters since.
  • Orion Capital Management's Boeing position peaked at $557K in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.