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 Q3	$1.03M	Sell	5,556 -100	-2%	-$21.4K	0.38%	65
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Carnegie Lake Advisors's BA Position: Q3 2026 in Review

Carnegie Lake Advisors reduced its Boeing (BA) stake by 1.8% in Q3 2026, selling an estimated $21.4K and leaving 5,556 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #65.

Carnegie Lake Advisors first reported a position in BA in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q3 2024. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Carnegie Lake Advisors held 5,556 shares of Boeing worth $1.03M as of Q3 2026.
Carnegie Lake Advisors sold 100 Boeing shares in Q3 2026, an estimated $21.4K.
Boeing made up 0.38% of Carnegie Lake Advisors's portfolio in Q3 2026, its #65 holding.
Carnegie Lake Advisors first reported a position in Boeing in Q3 2024 and has held it in 9 quarters since.
Carnegie Lake Advisors's Boeing position peaked at $1.71M in Q3 2024.
1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Carnegie Lake Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.