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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Yarbrough Capital's BA Position: Q1 2026 in Review

Yarbrough Capital reduced its Boeing (BA) stake by 2.7% in Q1 2026, selling an estimated $493K and leaving 77,481 shares worth $15.4M. The position accounts for 0.54% of the portfolio, ranked #24.

Yarbrough Capital first reported a position in BA in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.1M in Q4 2023. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Yarbrough Capital held 77,481 shares of Boeing worth $15.4M as of Q1 2026.
Yarbrough Capital sold 2,164 Boeing shares in Q1 2026, an estimated $493K.
Boeing made up 0.54% of Yarbrough Capital's portfolio in Q1 2026, its #24 holding.
Yarbrough Capital first reported a position in Boeing in Q4 2021 and has held it in 18 quarters since.
Yarbrough Capital's Boeing position peaked at $21.1M in Q4 2023.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.