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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

J. Derek Lewis & Associates's BA Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Boeing (BA) stake by 0.56% in Q2 2026, selling an estimated $6.67K and leaving 5,340 shares worth $1.16M. The position accounts for 0.22% of the portfolio, ranked #63.

J. Derek Lewis & Associates first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 1,685 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • J. Derek Lewis & Associates held 5,340 shares of Boeing worth $1.16M as of Q2 2026.
  • J. Derek Lewis & Associates sold 30 Boeing shares in Q2 2026, an estimated $6.67K.
  • Boeing made up 0.22% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #63 holding.
  • J. Derek Lewis & Associates first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 1,685 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.