SMA Capital’s Boeing BA Stock Holding History

SMA 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 Q2	–	Sell	-51,716	Closed	-$10.3M	–	126
2026 Q1	$10.3M	Buy	51,716 +15,716	+44%	+$3.58M	4.44%	4
2025 Q4	$7.82M	Buy	+36,000	New	+$7.4M	3.74%	6

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

SMA Capital's BA Position: Q2 2026 in Review

SMA Capital sold out of Boeing (BA) in Q2 2026, closing a stake of 51,716 shares — an estimated $10.3M sold.

SMA Capital first reported a position in BA in Q4 2025 and held it in 2 quarters. The position peaked at $10.3M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

SMA Capital reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 51,716 Boeing shares in Q2 2026, an estimated $10.3M.
SMA Capital first reported a position in Boeing in Q4 2025 and held it in 2 quarters.
SMA Capital's Boeing position peaked at $10.3M in Q1 2026.
2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.