LSAG
BA icon

Lake Street Advisors Group’s Boeing BA Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$10M Buy
56,636
+493
+0.9% +$77.4K 0.46% 39
2024
Q3 		$8.54M Sell
56,143
-183
-0.3% -$31.4K 0.39% 45
2024
Q2 		$10.3M Buy
56,326
+72
+0.1% +$12.8K 0.49% 38
2024
Q1 		$10.9M Sell
56,254
-291
-0.5% -$59.8K 0.51% 39
2023
Q4 		$14.7M Sell
56,545
-1,901
-3% -$407K 0.74% 30
2023
Q3 		$11.2M Buy
58,446
+283
+0.5% +$61.9K 0.67% 35
2023
Q2 		$12.3M Buy
58,163
+111
+0.2% +$23.1K 0.68% 34
2023
Q1 		$12.3M Buy
58,052
+225
+0.4% +$46.7K 0.76% 28
2022
Q4 		$11M Buy
57,827
+203
+0.4% +$33.2K 0.73% 30
2022
Q3 		$6.98M Buy
57,624
+3,550
+7% +$544K 0.51% 39
2022
Q2 		$7.39M Sell
54,074
-128
-0.2% -$18.9K 0.53% 34
2022
Q1 		$10.4M Sell
54,202
-2
-0% -$401 0.66% 31
2021
Q4 		$10.9M Sell
54,204
-45
-0.1% -$9.51K 0.69% 28
2021
Q3 		$11.9M Buy
54,249
+812
+2% +$181K 1.28% 16
2021
Q2 		$12.7M Buy
53,437
+20
+0% +$4.83K 0.94% 22
2021
Q1 		$13.6M Sell
53,417
-34
-0.1% -$7.56K 1.11% 22
2020
Q4 		$11.4M Buy
53,451
+168
+0.3% +$32.3K 0.95% 27
2020
Q3 		$8.81M Buy
53,283
+129
+0.2% +$22K 0.83% 29
2020
Q2 		$9.74M Buy
53,154
+957
+2% +$147K 0.99% 25
2020
Q1 		$7.79M Sell
52,197
-1,189
-2% -$325K 0.97% 23
2019
Q4 		$17.4M Buy
53,386
+87
+0.2% +$30.8K 1.71% 14
2019
Q3 		$20.2M Buy
53,299
+55
+0.1% +$19.7K 2.19% 13
2019
Q2 		$19.4M Buy
53,244
+183
+0.3% +$66.7K 2.05% 15
2019
Q1 		$20.2M Buy
53,061
+228
+0.4% +$87.8K 2.12% 14
2018
Q4 		$17M Buy
52,833
+41
+0.1% +$14.2K 2.08% 14
2018
Q3 		$19.6M Sell
52,792
-1,172
-2% -$412K 2.18% 13
2018
Q2 		$18.1M Sell
53,964
-3,575
-6% -$1.23M 1.81% 15
2018
Q1 		$18.9M Buy
+57,539
New +$19.4M 2.12% 13

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lake Street Advisors Group's BA Position: Q4 2024 in Review

Lake Street Advisors Group increased its Boeing (BA) stake by 0.88% in Q4 2024, buying an estimated $77.4K and bringing the position to 56,636 shares worth $10M. The position accounts for 0.46% of the portfolio, ranked #39.

Lake Street Advisors Group first reported a position in BA in Q1 2018 and has held it in 28 quarters since. The position peaked at $20.2M in Q1 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Lake Street Advisors Group held 56,636 shares of Boeing worth $10M as of Q4 2024.
  • Lake Street Advisors Group bought 493 Boeing shares in Q4 2024, an estimated $77.4K.
  • Boeing made up 0.46% of Lake Street Advisors Group's portfolio in Q4 2024, its #39 holding.
  • Lake Street Advisors Group first reported a position in Boeing in Q1 2018 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Boeing position peaked at $20.2M in Q1 2019.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.