J. Derek Lewis & Associates
BA icon

J. Derek Lewis & Associates’s Boeing BA Stock Holding History

J. Derek Lewis & Associates’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 		$978K Sell
5,255
-85
-2% -$18.2K 0.18% 73
2026
Q2 		$1.16M Sell
5,340
-30
-0.6% -$6.67K 0.22% 63
2026
Q1 		$1.07M Buy
5,370
+592
+12% +$135K 0.24% 57
2025
Q4 		$1.04M Buy
+4,778
New +$983K 0.24% 57

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

J. Derek Lewis & Associates's BA Position: Q3 2026 in Review

J. Derek Lewis & Associates reduced its Boeing (BA) stake by 1.6% in Q3 2026, selling an estimated $18.2K and leaving 5,255 shares worth $978K. The position accounts for 0.18% of the portfolio, ranked #73.

J. Derek Lewis & Associates first reported a position in BA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q2 2026. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • J. Derek Lewis & Associates held 5,255 shares of Boeing worth $978K as of Q3 2026.
  • J. Derek Lewis & Associates sold 85 Boeing shares in Q3 2026, an estimated $18.2K.
  • Boeing made up 0.18% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #73 holding.
  • J. Derek Lewis & Associates first reported a position in Boeing in Q4 2025 and has held it in 4 quarters since.
  • J. Derek Lewis & Associates's Boeing position peaked at $1.16M in Q2 2026.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.