L.J. Altfest & Co’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
7,875
-5,635
| -42% | -$1.28M | 0.17% | 104 |
|
|
2025
Q4 | $2.93M | Buy |
13,510
+4,886
| +57% | +$1M | 0.32% | 61 |
|
|
2025
Q3 | $1.86M | Sell |
8,624
-817
| -9% | -$184K | 0.21% | 80 |
|
|
2025
Q2 | $1.98M | Buy |
9,441
+2,451
| +35% | +$463K | 0.23% | 78 |
|
|
2025
Q1 | $1.19M | Sell |
6,990
-200
| -3% | -$34.6K | 0.15% | 111 |
|
|
2024
Q4 | $1.27M | Buy |
7,190
+3,660
| +104% | +$574K | 0.16% | 96 |
|
|
2024
Q3 | $537K | Sell |
3,530
-333
| -9% | -$57.1K | 0.07% | 205 |
|
|
2024
Q2 | $703K | Sell |
3,863
-2,902
| -43% | -$517K | 0.1% | 146 |
|
|
2024
Q1 | $1.31M | Sell |
6,765
-3,426
| -34% | -$704K | 0.18% | 92 |
|
|
2023
Q4 | $2.66M | Sell |
10,191
-1,287
| -11% | -$275K | 0.39% | 49 |
|
|
2023
Q3 | $2.2M | Buy |
11,478
+61
| +0.5% | +$13.3K | 0.35% | 45 |
|
|
2023
Q2 | $2.41M | Buy |
11,417
+148
| +1% | +$30.7K | 0.36% | 42 |
|
|
2023
Q1 | $2.39M | Buy |
11,269
+1,432
| +15% | +$298K | 0.38% | 42 |
|
|
2022
Q4 | $1.87M | Sell |
9,837
-1,731
| -15% | -$283K | 0.31% | 61 |
|
|
2022
Q3 | $1.4M | Buy |
11,568
+1,126
| +11% | +$173K | 0.26% | 57 |
|
|
2022
Q2 | $1.43M | Buy |
10,442
+672
| +7% | +$99.1K | 0.26% | 60 |
|
|
2022
Q1 | $1.87M | Buy |
9,770
+6,800
| +229% | +$1.36M | 0.33% | 51 |
|
|
2021
Q4 | $598K | Sell |
2,970
-4,295
| -59% | -$907K | 0.11% | 132 |
|
|
2021
Q3 | $1.6M | Buy |
7,265
+5,685
| +360% | +$1.27M | 0.33% | 50 |
|
|
2021
Q2 | $378K | Sell |
1,580
-46
| -3% | -$11.1K | 0.08% | 176 |
|
|
2021
Q1 | $414K | Buy |
1,626
+7
| +0.4% | +$1.56K | 0.1% | 163 |
|
|
2020
Q4 | $347K | Sell |
1,619
-2,965
| -65% | -$570K | 0.09% | 178 |
|
|
2020
Q3 | $758K | Buy |
4,584
+1,360
| +42% | +$232K | 0.2% | 85 |
|
|
2020
Q2 | $591K | Sell |
3,224
-1,455
| -31% | -$224K | 0.17% | 96 |
|
|
2020
Q1 | $698K | Buy |
4,679
+2,669
| +133% | +$731K | 0.22% | 74 |
|
|
2019
Q4 | $655K | Buy |
2,010
+484
| +32% | +$171K | 0.17% | 88 |
|
|
2019
Q3 | $581K | Sell |
1,526
-3
| -0.2% | -$1.07K | 0.15% | 89 |
|
|
2019
Q2 | $557K | Sell |
1,529
-1,421
| -48% | -$518K | 0.15% | 97 |
|
|
2019
Q1 | $1.13M | Buy |
+2,950
| New | +$1.14M | 0.27% | 56 |
|
|
2018
Q4 | – | Sell |
-3,501
| Closed | -$1.3M | – | 154 |
|
|
2018
Q3 | $1.3M | Buy |
3,501
+19
| +0.5% | +$6.67K | 0.38% | 49 |
|
|
2018
Q2 | $1.17M | Sell |
3,482
-854
| -20% | -$294K | 0.43% | 47 |
|
|
2018
Q1 | $1.42M | Buy |
4,336
+100
| +2% | +$33.8K | 0.61% | 35 |
|
|
2017
Q4 | $1.25M | Buy |
4,236
+15
| +0.4% | +$4.06K | 0.47% | 50 |
|
|
2017
Q3 | $1.07M | Sell |
4,221
-162
| -4% | -$37.8K | 0.52% | 52 |
|
|
2017
Q2 | $867K | Buy |
+4,383
| New | +$816K | 0.52% | 59 |
|
Other funds holding BA
VCM
VPM
L.J. Altfest & Co's BA Position: Q1 2026 in Review
L.J. Altfest & Co reduced its Boeing (BA) stake by 42% in Q1 2026, selling an estimated $1.28M and leaving 7,875 shares worth $1.57M. The position accounts for 0.17% of the portfolio, ranked #104.
L.J. Altfest & Co first reported a position in BA in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.93M in Q4 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- L.J. Altfest & Co held 7,875 shares of Boeing worth $1.57M as of Q1 2026.
- L.J. Altfest & Co sold 5,635 Boeing shares in Q1 2026, an estimated $1.28M.
- Boeing made up 0.17% of L.J. Altfest & Co's portfolio in Q1 2026, its #104 holding.
- L.J. Altfest & Co first reported a position in Boeing in Q2 2017 and has held it in 35 quarters since.
- L.J. Altfest & Co's Boeing position peaked at $2.93M in Q4 2025.
- 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.