Yarbrough Capital’s Boeing BA Stock Holding History

Yarbrough 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 Q3	$9.27M	Sell	49,848 -27,633	-36%	-$5.93M	0.26%	36
2026 Q2	$16.8M	Hold	77,481	–	–	0.5%	24
2026 Q1	$15.4M	Sell	77,481 -2,164	-3%	-$493K	0.54%	24
2025 Q4	$17.3M	Hold	79,645	–	–	0.54%	26
2025 Q3	$17.2M	Hold	79,645	–	–	0.53%	27
2025 Q2	$16.7M	Hold	79,645	–	–	0.6%	28
2025 Q1	$13.6M	Sell	79,645 -3,466	-4%	-$600K	0.58%	27
2024 Q4	$14.7M	Buy	83,111 +2,164	+3%	+$340K	0.57%	26
2024 Q3	$12.3M	Hold	80,947	–	–	0.5%	27
2024 Q2	$14.7M	Hold	80,947	–	–	0.61%	26
2024 Q1	$15.6M	Hold	80,947	–	–	0.68%	22
2023 Q4	$21.1M	Hold	80,947	–	–	1.11%	17
2023 Q3	$15.5M	Hold	80,947	–	–	0.91%	18
2023 Q2	$17.1M	Hold	80,947	–	–	0.97%	17
2023 Q1	$17.2M	Hold	80,947	–	–	1.4%	17
2022 Q4	$15.4M	Hold	80,947	–	–	1.23%	17
2022 Q3	$9.8M	Sell	80,947 -20,000	-20%	-$3.07M	0.78%	22
2022 Q2	$13.8M	Buy	100,947 +16,000	+19%	+$2.36M	1.05%	19
2022 Q1	$16.3M	Buy	84,947 +8,000	+10%	+$1.61M	0.92%	18
2021 Q4	$15.5M	Buy	+76,947	New	+$16.3M	0.83%	20

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Yarbrough Capital's BA Position: Q3 2026 in Review

Yarbrough Capital reduced its Boeing (BA) stake by 36% in Q3 2026, selling an estimated $5.93M and leaving 49,848 shares worth $9.27M. The position accounts for 0.26% of the portfolio, ranked #36.

Yarbrough Capital first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $21.1M in Q4 2023. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Yarbrough Capital held 49,848 shares of Boeing worth $9.27M as of Q3 2026.
Yarbrough Capital sold 27,633 Boeing shares in Q3 2026, an estimated $5.93M.
Boeing made up 0.26% of Yarbrough Capital's portfolio in Q3 2026, its #36 holding.
Yarbrough Capital first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
Yarbrough Capital's Boeing position peaked at $21.1M in Q4 2023.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.