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Welch Capital Partners’s Boeing BA Stock Holding History

Welch Capital 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 		$6.14M Sell
28,384
-1,439
-5% -$320K 1.2% 8
2026
Q1 		$5.94M Hold
29,823
– – 1.34% 8
2025
Q4 		$6.47M Buy
29,823
+8,540
+40% +$1.76M 1.3% 9
2025
Q3 		$4.59M Buy
+21,283
New +$4.8M 0.95% 10

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 $3.37T AUM 44.26% 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

Welch Capital Partners's BA Position: Q2 2026 in Review

Welch Capital Partners reduced its Boeing (BA) stake by 4.8% in Q2 2026, selling an estimated $320K and leaving 28,384 shares worth $6.14M. The position accounts for 1.2% of the portfolio, ranked #8.

Welch Capital Partners first reported a position in BA in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.47M in Q4 2025. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Welch Capital Partners held 28,384 shares of Boeing worth $6.14M as of Q2 2026.
  • Welch Capital Partners sold 1,439 Boeing shares in Q2 2026, an estimated $320K.
  • Boeing made up 1.2% of Welch Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Welch Capital Partners first reported a position in Boeing in Q3 2025 and has held it in 4 quarters since.
  • Welch Capital Partners's Boeing position peaked at $6.47M in Q4 2025.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.