Stamos Capital Partners’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.53M Sell
30,183
-277
-0.9% -$61.6K 1% 28
2026
Q1
$6.06M Buy
30,460
+3,082
+11% +$702K 0.95% 26
2025
Q4
$5.94M Buy
27,378
+1,306
+5% +$269K 0.96% 27
2025
Q3
$5.63M Sell
26,072
-4,730
-15% -$1.07M 1.06% 24
2025
Q2
$6.45M Buy
30,802
+9,808
+47% +$1.85M 1.16% 22
2025
Q1
$3.58M Sell
20,994
-11,376
-35% -$1.97M 0.94% 26
2024
Q4
$5.73M Sell
32,370
-2,460
-7% -$386K 1.34% 14
2024
Q3
$5.3M Buy
34,830
+3,160
+10% +$542K 1.25% 22
2024
Q2
$5.76M Buy
31,670
+8,220
+35% +$1.47M 1.22% 20
2024
Q1
$4.53M Buy
23,450
+11,760
+101% +$2.42M 1.03% 24
2023
Q4
$3.05M Sell
11,690
-15,350
-57% -$3.28M 0.83% 26
2023
Q3
$5.18M Hold
27,040
1.15% 23
2023
Q2
$5.71M Sell
27,040
-4,840
-15% -$1.01M 1.34% 20
2023
Q1
$6.77M Hold
31,880
1.75% 15
2022
Q4
$6.07M Sell
31,880
-23,492
-42% -$3.84M 1.92% 16
2022
Q3
$6.7M Sell
55,372
-13,938
-20% -$2.14M 1.7% 20
2022
Q2
$9.48M Buy
69,310
+29,460
+74% +$4.35M 2.87% 10
2022
Q1
$7.63M Buy
39,850
+14,850
+59% +$2.98M 2.55% 13
2021
Q4
$5.03M Buy
25,000
+2,460
+11% +$520K 2.34% 17
2021
Q3
$4.96M Sell
22,540
-1,660
-7% -$370K 2.77% 11
2021
Q2
$5.8M Sell
24,200
-3,800
-14% -$919K 3.06% 11
2021
Q1
$7.13M Hold
28,000
3.6% 8
2020
Q4
$5.99M Sell
28,000
-23,000
-45% -$4.42M 2.56% 7
2020
Q3
$8.43M Buy
+51,000
New +$8.69M 3.13% 2
2020
Q2
Sell
-56,050
Closed -$8.36M 59
2020
Q1
$8.36M Buy
56,050
+49,925
+815% +$13.7M 4.4% 1
2019
Q4
$2M Buy
6,125
+3,447
+129% +$1.22M 1.61% 22
2019
Q3
$1.02M Hold
2,678
0.91% 30
2019
Q2
$955K Sell
2,678
-6,322
-70% -$2.31M 0.96% 30
2019
Q1
$3.97M Sell
9,000
-950
-10% -$366K 5.08% 2
2018
Q4
$3.21M Buy
+9,950
New +$3.44M 2.42% 10

Other funds holding BA

Stamos Capital Partners's BA Position: Q2 2026 in Review

Stamos Capital Partners reduced its Boeing (BA) stake by 0.91% in Q2 2026, selling an estimated $61.6K and leaving 30,183 shares worth $6.53M. The position accounts for 1% of the portfolio, ranked #28.

Stamos Capital Partners first reported a position in BA in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.48M in Q2 2022. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Stamos Capital Partners held 30,183 shares of Boeing worth $6.53M as of Q2 2026.
  • Stamos Capital Partners sold 277 Boeing shares in Q2 2026, an estimated $61.6K.
  • Boeing made up 1% of Stamos Capital Partners's portfolio in Q2 2026, its #28 holding.
  • Stamos Capital Partners first reported a position in Boeing in Q4 2018 and has held it in 30 quarters since.
  • Stamos Capital Partners's Boeing position peaked at $9.48M in Q2 2022.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.