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Swan Capital’s Boeing BA Stock Holding History

Swan 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 		$76.4K Hold
353
– – 0.03% 71
2026
Q1 		$70.3K Hold
353
– – 0.03% 65
2025
Q4 		$76.6K Hold
353
– – 0.03% 65
2025
Q3 		$76.2K Sell
353
-34
-9% -$7.67K 0.03% 66
2025
Q2 		$81.1K Sell
387
-9
-2% -$1.7K 0.04% 59
2025
Q1 		$67.5K Hold
396
– – 0.03% 55
2024
Q4 		$70.1K Buy
396
+19
+5% +$2.98K 0.03% 55
2024
Q3 		$57.3K Hold
377
– – 0.03% 64
2024
Q2 		$68.6K Buy
+377
New +$67.2K 0.04% 54

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Swan Capital's BA Position: Q2 2026 in Review

Swan Capital held its Boeing (BA) position steady in Q2 2026 at 353 shares worth $76.4K. The position accounts for 0.03% of the portfolio, ranked #71.

Swan Capital first reported a position in BA in Q2 2024 and has held it in 9 quarters since. The position peaked at $81.1K in Q2 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Swan Capital held 353 shares of Boeing worth $76.4K as of Q2 2026.
  • Swan Capital left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.03% of Swan Capital's portfolio in Q2 2026, its #71 holding.
  • Swan Capital first reported a position in Boeing in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Boeing position peaked at $81.1K in Q2 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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