LMKC
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L.M. Kohn & Company’s Boeing BA Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-2,415
Closed -$506K – 138
2025
Q2 		$506K Sell
2,415
-221
-8% -$41.7K 0.14% 138
2025
Q1 		$450K Buy
2,636
+21
+0.8% +$3.63K 0.12% 156
2024
Q4 		$463K Sell
2,615
-1,222
-32% -$192K 0.12% 143
2024
Q3 		$583K Sell
3,837
-70
-2% -$12K 0.15% 134
2024
Q2 		$711K Sell
3,907
-10
-0.3% -$1.78K 0.19% 110
2024
Q1 		$756K Sell
3,917
-60
-2% -$12.3K 0.21% 104
2023
Q4 		$1.04M Sell
3,977
-93
-2% -$19.9K 0.33% 59
2023
Q3 		$780K Sell
4,070
-154
-4% -$33.7K 0.28% 78
2023
Q2 		$892K Buy
4,224
+290
+7% +$60.2K 0.34% 69
2023
Q1 		$836K Buy
3,934
+506
+15% +$105K 0.35% 66
2022
Q4 		$653K Sell
3,428
-137
-4% -$22.4K 0.31% 78
2022
Q3 		$431K Sell
3,565
-141
-4% -$21.6K 0.21% 116
2022
Q2 		$507K Sell
3,706
-1,332
-26% -$196K 0.24% 106
2022
Q1 		$965K Buy
+5,038
New +$1.01M 0.37% 64

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

L.M. Kohn & Company's BA Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Boeing (BA) in Q3 2025, closing a stake of 2,415 shares — an estimated $506K sold.

L.M. Kohn & Company first reported a position in BA in Q1 2022 and held it in 14 quarters. The position peaked at $1.04M in Q4 2023. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 2,415 Boeing shares in Q3 2025, an estimated $506K.
  • L.M. Kohn & Company first reported a position in Boeing in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Boeing position peaked at $1.04M in Q4 2023.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.