Triumph Capital Management’s Boeing BA Stock Holding History

Triumph 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	$653K	Sell	3,016 -4,600	-60%	-$1.02M	0.12%	177
2026 Q1	$1.52M	Sell	7,616 -462	-6%	-$105K	0.31%	73
2025 Q4	$1.75M	Buy	8,078 +5,690	+238%	+$1.17M	0.38%	54
2025 Q3	$515K	Sell	2,388 -907	-28%	-$205K	0.14%	157
2025 Q2	$690K	Sell	3,295 -4,971	-60%	-$939K	0.21%	119
2025 Q1	$1.41M	Sell	8,266 -1,291	-14%	-$223K	0.47%	50
2024 Q4	$1.69M	Buy	9,557 +1,084	+13%	+$170K	0.58%	36
2024 Q3	$1.29M	Buy	8,473 +881	+12%	+$151K	0.46%	44
2024 Q2	$1.38M	Buy	7,592 +4,225	+125%	+$753K	0.54%	40
2024 Q1	$638K	Buy	+3,367	New	+$692K	0.26%	94
2023 Q4	–	Sell	-1,590	Closed	-$305K	–	220
2023 Q3	$305K	Buy	1,590 +621	+64%	+$136K	0.14%	151
2023 Q2	$205K	Sell	969 -800	-45%	-$166K	0.09%	207
2023 Q1	$376K	Buy	+1,769	New	+$368K	0.19%	107
2022 Q3	–	Sell	-10,000	Closed	-$8K	–	188
2022 Q2	$8K	Buy	10,000 +8,266	+477%	+$1.22M	﹤0.01%	200
2022 Q1	$332K	Sell	1,734 -534	-24%	-$107K	0.14%	148
2021 Q4	$457K	Buy	2,268 +783	+53%	+$165K	0.2%	109
2021 Q3	$327K	Buy	1,485 +472	+47%	+$105K	0.15%	137
2021 Q2	$227K	Buy	+1,013	New	+$245K	0.13%	152

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

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

Triumph Capital Management reduced its Boeing (BA) stake by 60% in Q2 2026, selling an estimated $1.02M and leaving 3,016 shares worth $653K. The position accounts for 0.12% of the portfolio, ranked #177.

Triumph Capital Management first reported a position in BA in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Triumph Capital Management held 3,016 shares of Boeing worth $653K as of Q2 2026.
Triumph Capital Management sold 4,600 Boeing shares in Q2 2026, an estimated $1.02M.
Boeing made up 0.12% of Triumph Capital Management's portfolio in Q2 2026, its #177 holding.
Triumph Capital Management first reported a position in Boeing in Q2 2021 and has held it in 18 quarters since.
Triumph Capital Management's Boeing position peaked at $1.75M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.