Waycross Partners’s Boeing BA Stock Holding History

Waycross Partners’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	$41.3M	Buy	190,728 +2,487	+1%	+$553K	3.52%	11
2026 Q1	$37.5M	Sell	188,241 -9,245	-5%	-$2.11M	3.58%	9
2025 Q4	$42.9M	Buy	197,486 +6,324	+3%	+$1.3M	3.51%	8
2025 Q3	$41.3M	Buy	191,162 +3,827	+2%	+$863K	3.55%	10
2025 Q2	$39.3M	Buy	187,335 +6,215	+3%	+$1.17M	3.7%	8
2025 Q1	$30.9M	Buy	181,120 +54,851	+43%	+$9.49M	3.46%	11
2024 Q4	$22.3M	Buy	126,269 +113,623	+898%	+$17.8M	2.89%	11
2024 Q3	$1.92M	Hold	12,646	–	–	0.27%	45
2024 Q2	$2.3M	Hold	12,646	–	–	0.35%	40
2024 Q1	$2.44M	Hold	12,646	–	–	0.42%	39
2023 Q4	$3.3M	Sell	12,646 -6,100	-33%	-$1.3M	0.62%	35
2023 Q3	$3.59M	Hold	18,746	–	–	0.79%	32
2023 Q2	$3.96M	Hold	18,746	–	–	0.86%	32
2023 Q1	$3.98M	Sell	18,746 -1,500	-7%	-$312K	1.16%	29
2022 Q4	$3.86M	Hold	20,246	–	–	1.4%	30
2022 Q3	$2.45M	Sell	20,246 -1,200	-6%	-$184K	1.65%	21
2022 Q2	$2.93M	Buy	21,446 +18,800	+711%	+$2.77M	1.95%	17
2022 Q1	$507K	Hold	2,646	–	–	0.3%	70
2021 Q4	$533K	Hold	2,646	–	–	0.31%	73
2021 Q3	$582K	Buy	+2,646	New	+$590K	0.37%	68
2021 Q2	–	Sell	-2,646	Closed	-$674K	–	83
2021 Q1	$674K	Buy	2,646 +1,400	+112%	+$311K	0.38%	65
2020 Q4	$267K	Buy	+1,246	New	+$240K	0.17%	77

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

Waycross Partners's BA Position: Q2 2026 in Review

Waycross Partners increased its Boeing (BA) stake by 1.3% in Q2 2026, buying an estimated $553K and bringing the position to 190,728 shares worth $41.3M. The position accounts for 3.52% of the portfolio, ranked #11.

Waycross Partners first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $42.9M in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Waycross Partners held 190,728 shares of Boeing worth $41.3M as of Q2 2026.
Waycross Partners bought 2,487 Boeing shares in Q2 2026, an estimated $553K.
Boeing made up 3.52% of Waycross Partners's portfolio in Q2 2026, its #11 holding.
Waycross Partners first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
Waycross Partners's Boeing position peaked at $42.9M in Q4 2025.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.