Poehling Capital Management’s Boeing BA Stock Holding History

Poehling 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	$271K	Buy	+1,251	New	+$278K	0.06%	140
2020 Q3	–	Sell	-1,150	Closed	-$211K	–	119
2020 Q2	$211K	Buy	+1,150	New	+$177K	0.11%	100
2018 Q3	–	Sell	-30	Closed	-$10K	–	116
2018 Q2	$10K	Hold	30	–	–	0.01%	229
2018 Q1	$10K	Buy	+30	New	+$10.1K	0.01%	234

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Poehling Capital Management opened a new position in Boeing (BA) in Q2 2026: 1,251 shares worth $271K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings. This is a return to the name: Poehling Capital Management previously reported a position in BA as recently as Q2 2020.

Poehling Capital Management first reported a position in BA in Q1 2018 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Poehling Capital Management held 1,251 shares of Boeing worth $271K as of Q2 2026.
Boeing was a new Poehling Capital Management position in Q2 2026.
Boeing made up 0.06% of Poehling Capital Management's portfolio in Q2 2026, its #140 holding.
Poehling Capital Management first reported a position in Boeing in Q1 2018 and has held it in 4 quarters since.
657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.