Southpoint Capital Advisors’s Boeing BA Stock Holding History

Southpoint Capital Advisors’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	$195M	Buy	900,000 +200,000	+29%	+$44.5M	4.43%	10
2026 Q1	$139M	Buy	+700,000	New	+$159M	2.87%	16
2019 Q4	–	Sell	-400,000	Closed	-$152M	–	29
2019 Q3	$152M	Buy	400,000 +175,000	+78%	+$62.6M	5.75%	6
2019 Q2	$81.9M	Buy	225,000 +75,000	+50%	+$27.3M	3.09%	16
2019 Q1	$57.2M	Sell	150,000 -50,000	-25%	-$19.2M	2.43%	19
2018 Q4	$64.5M	Buy	+200,000	New	+$69.1M	3.12%	15

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

Southpoint Capital Advisors's BA Position: Q2 2026 in Review

Southpoint Capital Advisors increased its Boeing (BA) stake by 29% in Q2 2026, buying an estimated $44.5M and bringing the position to 900,000 shares worth $195M. The position accounts for 4.43% of the portfolio, ranked #10.

Southpoint Capital Advisors first reported a position in BA in Q4 2018 and has held it in 6 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Southpoint Capital Advisors held 900,000 shares of Boeing worth $195M as of Q2 2026.
Southpoint Capital Advisors bought 200,000 Boeing shares in Q2 2026, an estimated $44.5M.
Boeing made up 4.43% of Southpoint Capital Advisors's portfolio in Q2 2026, its #10 holding.
Southpoint Capital Advisors first reported a position in Boeing in Q4 2018 and has held it in 6 quarters since.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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