WC
BA icon

Waterloo Capital’s Boeing BA Stock Holding History

Waterloo 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
Q1 		$661K Sell
3,321
-31
-0.9% -$7.06K 0.05% 263
2025
Q4 		$728K Buy
3,352
+252
+8% +$51.8K 0.05% 244
2025
Q3 		$669K Buy
3,100
+184
+6% +$41.5K 0.05% 231
2025
Q2 		$611K Buy
2,916
+601
+26% +$114K 0.05% 240
2025
Q1 		$395K Sell
2,315
-254
-10% -$44K 0.04% 282
2024
Q4 		$455K Buy
+2,569
New +$403K 0.05% 242
2024
Q3 		– Sell
-1,610
Closed -$293K – 358
2024
Q2 		$293K Buy
1,610
+579
+56% +$103K 0.04% 295
2024
Q1 		$199K Sell
1,031
-165
-14% -$33.9K 0.03% 351
2023
Q4 		$312K Buy
+1,196
New +$256K 0.05% 285

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waterloo Capital's BA Position: Q1 2026 in Review

Waterloo Capital reduced its Boeing (BA) stake by 0.92% in Q1 2026, selling an estimated $7.06K and leaving 3,321 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #263.

Waterloo Capital first reported a position in BA in Q4 2023 and has held it in 9 quarters since. The position peaked at $728K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Waterloo Capital held 3,321 shares of Boeing worth $661K as of Q1 2026.
  • Waterloo Capital sold 31 Boeing shares in Q1 2026, an estimated $7.06K.
  • Boeing made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #263 holding.
  • Waterloo Capital first reported a position in Boeing in Q4 2023 and has held it in 9 quarters since.
  • Waterloo Capital's Boeing position peaked at $728K in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.