Thoma Capital Management’s Boeing BA Stock Holding History

Thoma Capital 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	$866K	Buy	4,001 +137	+4%	+$30.5K	0.46%	29
2026 Q1	$769K	Buy	3,864 +345	+10%	+$78.6K	0.45%	34
2025 Q4	$764K	Buy	3,519 +29	+0.8%	+$5.96K	0.44%	35
2025 Q3	$753K	Buy	3,490 +138	+4%	+$31.1K	0.43%	37
2025 Q2	$702K	Sell	3,352 -23	-0.7%	-$4.34K	0.45%	37
2025 Q1	$576K	Buy	3,375 +503	+18%	+$87.1K	0.4%	41
2024 Q4	$508K	Buy	+2,872	New	+$451K	0.35%	51

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Thoma Capital Management's BA Position: Q2 2026 in Review

Thoma Capital Management increased its Boeing (BA) stake by 3.5% in Q2 2026, buying an estimated $30.5K and bringing the position to 4,001 shares worth $866K. The position accounts for 0.46% of the portfolio, ranked #29.

Thoma Capital Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Thoma Capital Management held 4,001 shares of Boeing worth $866K as of Q2 2026.
Thoma Capital Management bought 137 Boeing shares in Q2 2026, an estimated $30.5K.
Boeing made up 0.46% of Thoma Capital Management's portfolio in Q2 2026, its #29 holding.
Thoma Capital Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.