Carnegie Lake Advisors’s Boeing BA Stock Holding History

Carnegie Lake Advisors’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	$1.22M	Sell	5,656 -450	-7%	-$100K	0.46%	50
2026 Q1	$1.22M	Sell	6,106 -100	-2%	-$22.8K	0.48%	48
2025 Q4	$1.35M	Sell	6,206 -125	-2%	-$25.7K	0.51%	46
2025 Q3	$1.37M	Sell	6,331 -133	-2%	-$30K	0.53%	53
2025 Q2	$1.35M	Sell	6,464 -700	-10%	-$132K	0.54%	52
2025 Q1	$1.22M	Buy	7,164 +228	+3%	+$39.5K	0.5%	57
2024 Q4	$1.23M	Sell	6,936 -4,290	-38%	-$673K	0.5%	55
2024 Q3	$1.71M	Buy	+11,226	New	+$1.92M	0.68%	39

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

Carnegie Lake Advisors's BA Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its Boeing (BA) stake by 7.4% in Q2 2026, selling an estimated $100K and leaving 5,656 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #50.

Carnegie Lake Advisors first reported a position in BA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q3 2024. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Carnegie Lake Advisors held 5,656 shares of Boeing worth $1.22M as of Q2 2026.
Carnegie Lake Advisors sold 450 Boeing shares in Q2 2026, an estimated $100K.
Boeing made up 0.46% of Carnegie Lake Advisors's portfolio in Q2 2026, its #50 holding.
Carnegie Lake Advisors first reported a position in Boeing in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Boeing position peaked at $1.71M in Q3 2024.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.