Shearwater Capital
BA icon

Shearwater Capital’s Boeing BA Stock Holding History

Shearwater 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
Q3 		$216K Hold
1,160
– – 0.1% 69
2026
Q2 		$251K Sell
1,160
-501
-30% -$111K 0.12% 59
2026
Q1 		$331K Buy
+1,661
New +$378K 0.17% 48

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Shearwater Capital's BA Position: Q3 2026 in Review

Shearwater Capital held its Boeing (BA) position steady in Q3 2026 at 1,160 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #69.

Shearwater Capital first reported a position in BA in Q1 2026 and has held it in 3 quarters since. The position peaked at $331K in Q1 2026. 1,231 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Shearwater Capital held 1,160 shares of Boeing worth $216K as of Q3 2026.
  • Shearwater Capital left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.1% of Shearwater Capital's portfolio in Q3 2026, its #69 holding.
  • Shearwater Capital first reported a position in Boeing in Q1 2026 and has held it in 3 quarters since.
  • Shearwater Capital's Boeing position peaked at $331K in Q1 2026.
  • 1,231 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Shearwater Capital's 13F filing for Q3 2026, filed 13 Oct 2026.