Silphium Asset Management’s Boeing BA Stock Holding History

Silphium Asset 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	$863K	Buy	3,985 +785	+25%	+$175K	0.29%	36
2026 Q1	$637K	Buy	+3,200	New	+$729K	0.24%	39

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Silphium Asset Management's BA Position: Q2 2026 in Review

Silphium Asset Management increased its Boeing (BA) stake by 25% in Q2 2026, buying an estimated $175K and bringing the position to 3,985 shares worth $863K. The position accounts for 0.29% of the portfolio, ranked #36.

Silphium Asset Management first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Silphium Asset Management held 3,985 shares of Boeing worth $863K as of Q2 2026.
Silphium Asset Management bought 785 Boeing shares in Q2 2026, an estimated $175K.
Boeing made up 0.29% of Silphium Asset Management's portfolio in Q2 2026, its #36 holding.
Silphium Asset Management first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.