Trilogy Capital
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Trilogy Capital’s Boeing BA Stock Holding History

Trilogy 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
Q3 		$439K Buy
2,359
+162
+7% +$34.7K 0.02% 292
2026
Q2 		$476K Sell
2,197
-102
-4% -$22.7K 0.02% 272
2026
Q1 		$458K Buy
2,299
+400
+21% +$91.1K 0.02% 273
2025
Q4 		$412K Buy
1,899
+27
+1% +$5.55K 0.02% 268
2025
Q3 		$404K Buy
1,872
+183
+11% +$41.3K 0.02% 272
2025
Q2 		$354K Buy
+1,689
New +$319K 0.02% 274
2025
Q1 		– Sell
-1,192
Closed -$211K – 335
2024
Q4 		$211K Buy
+1,192
New +$187K 0.01% 317
2024
Q1 		– Sell
-911
Closed -$237K – 292
2023
Q4 		$237K Buy
+911
New +$195K 0.01% 238
2022
Q1 		– Sell
-1,086
Closed -$219K – 169
2021
Q4 		$219K Sell
1,086
-38
-3% -$8.03K 0.02% 160
2021
Q3 		$247K Sell
1,124
-27
-2% -$6.02K 0.02% 140
2021
Q2 		$274K Buy
1,151
+150
+15% +$36.3K 0.02% 137
2021
Q1 		$255K Buy
+1,001
New +$222K 0.02% 143
2019
Q3 		– Sell
-860
Closed -$303K – 115
2019
Q2 		$303K Buy
+860
New +$314K 0.03% 99
2018
Q4 		– Sell
-350
Closed -$130K – 170
2018
Q3 		$130K Buy
350
+25
+8% +$8.78K 0.02% 159
2018
Q2 		$109K Buy
325
+105
+48% +$36.1K 0.01% 153
2018
Q1 		$72K Buy
+220
New +$74.3K 0.01% 152

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Trilogy Capital's BA Position: Q3 2026 in Review

Trilogy Capital increased its Boeing (BA) stake by 7.4% in Q3 2026, buying an estimated $34.7K and bringing the position to 2,359 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #292.

Trilogy Capital first reported a position in BA in Q1 2018 and has held it in 16 quarters since. The position peaked at $476K in Q2 2026. 556 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Trilogy Capital held 2,359 shares of Boeing worth $439K as of Q3 2026.
  • Trilogy Capital bought 162 Boeing shares in Q3 2026, an estimated $34.7K.
  • Boeing made up 0.02% of Trilogy Capital's portfolio in Q3 2026, its #292 holding.
  • Trilogy Capital first reported a position in Boeing in Q1 2018 and has held it in 16 quarters since.
  • Trilogy Capital's Boeing position peaked at $476K in Q2 2026.
  • 556 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.