Triumph Capital Management
BA icon

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
Q3 		$388K Sell
2,084
-932
-31% -$200K 0.07% 264
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Triumph Capital Management's BA Position: Q3 2026 in Review

Triumph Capital Management reduced its Boeing (BA) stake by 31% in Q3 2026, selling an estimated $200K and leaving 2,084 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #264.

Triumph Capital Management first reported a position in BA in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q4 2025. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Triumph Capital Management held 2,084 shares of Boeing worth $388K as of Q3 2026.
  • Triumph Capital Management sold 932 Boeing shares in Q3 2026, an estimated $200K.
  • Boeing made up 0.07% of Triumph Capital Management's portfolio in Q3 2026, its #264 holding.
  • Triumph Capital Management first reported a position in Boeing in Q2 2021 and has held it in 19 quarters since.
  • Triumph Capital Management's Boeing position peaked at $1.75M in Q4 2025.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.