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Woodward Diversified Capital’s Boeing BA Stock Holding History

Woodward Diversified 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 		$233K Hold
1,075
– – 0.1% 160
2026
Q1 		$240K Hold
1,075
– – 0.11% 157
2025
Q4 		$233K Sell
1,075
-85
-7% -$17.5K 0.11% 160
2025
Q3 		$250K Sell
1,160
-120
-9% -$27.1K 0.12% 157
2025
Q2 		$268K Hold
1,280
– – 0.14% 141
2025
Q1 		$218K Hold
1,280
– – 0.15% 122
2024
Q4 		$227K Sell
1,280
-442
-26% -$69.4K 0.17% 115
2024
Q3 		$262K Sell
1,722
-25
-1% -$4.29K 0.17% 136
2024
Q2 		$318K Sell
1,747
-29
-2% -$5.17K 0.19% 118
2024
Q1 		$343K Sell
1,776
-300
-14% -$61.6K 0.21% 114
2023
Q4 		$541K Sell
2,076
-7
-0.3% -$1.5K 0.34% 78
2023
Q3 		$399K Sell
2,083
-8
-0.4% -$1.75K 0.29% 84
2023
Q2 		$442K Sell
2,091
-17
-0.8% -$3.53K 0.33% 78
2023
Q1 		$448K Sell
2,108
-257
-11% -$53.4K 0.35% 73
2022
Q4 		$451K Sell
2,365
-3
-0.1% -$491 0.36% 73
2022
Q3 		$287K Sell
2,368
-443
-16% -$67.9K 0.24% 96
2022
Q2 		$384K Sell
2,811
-203
-7% -$29.9K 0.29% 87
2022
Q1 		$577K Sell
3,014
-249
-8% -$50K 0.38% 73
2021
Q4 		$657K Sell
3,263
-178
-5% -$37.6K 0.39% 69
2021
Q3 		$757K Sell
3,441
-6,612
-66% -$1.47M 0.47% 63
2021
Q2 		$2.41M Buy
10,053
+5,270
+110% +$1.27M 1.37% 13
2021
Q1 		$1.22M Sell
4,783
-215
-4% -$47.8K 0.72% 37
2020
Q4 		$1.07M Buy
+4,998
New +$961K 0.69% 44

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

Woodward Diversified Capital's BA Position: Q2 2026 in Review

Woodward Diversified Capital held its Boeing (BA) position steady in Q2 2026 at 1,075 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #160.

Woodward Diversified Capital first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.41M in Q2 2021. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Woodward Diversified Capital held 1,075 shares of Boeing worth $233K as of Q2 2026.
  • Woodward Diversified Capital left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.1% of Woodward Diversified Capital's portfolio in Q2 2026, its #160 holding.
  • Woodward Diversified Capital first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's Boeing position peaked at $2.41M in Q2 2021.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.