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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
Q2 		$816K Buy
3,769
+448
+13% +$99.7K 0.05% 276
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waterloo Capital's BA Position: Q2 2026 in Review

Waterloo Capital increased its Boeing (BA) stake by 13% in Q2 2026, buying an estimated $99.7K and bringing the position to 3,769 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #276.

Waterloo Capital first reported a position in BA in Q4 2023 and has held it in 10 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Waterloo Capital held 3,769 shares of Boeing worth $816K as of Q2 2026.
  • Waterloo Capital bought 448 Boeing shares in Q2 2026, an estimated $99.7K.
  • Boeing made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #276 holding.
  • Waterloo Capital first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.