Trifecta Capital Advisors’s Boeing BA Stock Holding History

Trifecta 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	$73.8K	Buy	341 +16	+5%	+$3.56K	0.01%	171
2026 Q1	$64.7K	Hold	325	–	–	0.01%	173
2025 Q4	$70.6K	Sell	325 -19	-6%	-$3.91K	0.01%	154
2025 Q3	$74.2K	Hold	344	–	–	0.01%	158
2025 Q2	$72.1K	Sell	344 -9	-3%	-$1.7K	0.01%	158
2025 Q1	$60.2K	Hold	353	–	–	0.01%	133
2024 Q4	$62.5K	Sell	353 -191	-35%	-$30K	0.01%	126
2024 Q3	$82.7K	Hold	544	–	–	0.02%	117
2024 Q2	$99K	Sell	544 -3	-0.5%	-$535	0.02%	106
2024 Q1	$106K	Hold	547	–	–	0.03%	109
2023 Q4	$143K	Buy	547 +3	+0.6%	+$642	0.04%	91
2023 Q3	$104K	Hold	544	–	–	0.03%	101
2023 Q2	$115K	Hold	544	–	–	0.04%	100
2023 Q1	$116K	Buy	544 +200	+58%	+$41.6K	0.04%	102
2022 Q4	$65.5K	Buy	+344	New	+$56.3K	0.03%	117

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

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

Trifecta Capital Advisors increased its Boeing (BA) stake by 4.9% in Q2 2026, buying an estimated $3.56K and bringing the position to 341 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #171.

Trifecta Capital Advisors first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $143K in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Trifecta Capital Advisors held 341 shares of Boeing worth $73.8K as of Q2 2026.
Trifecta Capital Advisors bought 16 Boeing shares in Q2 2026, an estimated $3.56K.
Boeing made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #171 holding.
Trifecta Capital Advisors first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's Boeing position peaked at $143K in Q4 2023.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.