Rheos Capital Works’s Boeing BA Stock Holding History

Rheos Capital Works's BA Position: Q2 2026 in Review

Rheos Capital Works reduced its Boeing (BA) stake by 37% in Q2 2026, selling an estimated $12.2M and leaving 95,000 shares worth $20.6M. The position accounts for 1.17% of the portfolio, ranked #37.

Rheos Capital Works first reported a position in BA in Q1 2022 and has held it in 10 quarters since. The position peaked at $94.2M in Q3 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

• Rheos Capital Works held 95,000 shares of Boeing worth $20.6M as of Q2 2026.
• Rheos Capital Works sold 55,000 Boeing shares in Q2 2026, an estimated $12.2M.
• Boeing made up 1.17% of Rheos Capital Works's portfolio in Q2 2026, its #37 holding.
• Rheos Capital Works first reported a position in Boeing in Q1 2022 and has held it in 10 quarters since.
• Rheos Capital Works's Boeing position peaked at $94.2M in Q3 2025.
• 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.