Lake Street Private Wealth’s Boeing BA Stock Holding History

Lake Street Private Wealth’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	$5.2M	Buy	24,043 +1,071	+5%	+$238K	0.6%	48
2026 Q1	$4.57M	Buy	22,972 +18,117	+373%	+$4.13M	0.58%	54
2025 Q4	$1.05M	Buy	4,855 +1,158	+31%	+$238K	0.13%	116
2025 Q3	$798K	Buy	3,697 +595	+19%	+$134K	0.1%	123
2025 Q2	$650K	Buy	+3,102	New	+$586K	0.09%	132
2025 Q1	–	Sell	-2,449	Closed	-$433K	–	248
2024 Q4	$433K	Buy	+2,449	New	+$384K	0.07%	160
2024 Q2	–	Sell	-3,999	Closed	-$772K	–	322
2024 Q1	$772K	Sell	3,999 -12,330	-76%	-$2.53M	0.11%	170
2023 Q4	$4.26M	Buy	16,329 +14,193	+664%	+$3.04M	0.67%	39
2023 Q3	$407K	Buy	2,136 +858	+67%	+$188K	0.07%	203
2023 Q2	$270K	Sell	1,278 -95	-7%	-$19.7K	0.05%	242
2023 Q1	$292K	Buy	1,373 +213	+18%	+$44.3K	0.05%	234
2022 Q4	$221K	Buy	+1,160	New	+$190K	0.05%	253
2022 Q3	–	Sell	-1,471	Closed	-$201K	–	281
2022 Q2	$201K	Sell	1,471 -1,827	-55%	-$270K	0.04%	280
2022 Q1	$632K	Buy	3,298 +143	+5%	+$28.7K	0.11%	166
2021 Q4	$635K	Buy	+3,155	New	+$667K	0.11%	173
2020 Q1	–	Sell	-3,358	Closed	-$1.09M	–	145
2019 Q4	$1.09M	Buy	3,358 +37	+1%	+$13.1K	0.42%	78
2019 Q3	$1.26M	Sell	3,321 -60	-2%	-$21.4K	0.58%	63
2019 Q2	$1.23M	Sell	3,381 -174	-5%	-$63.4K	0.73%	52
2019 Q1	$1.36M	Buy	+3,555	New	+$1.37M	0.93%	44

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Street Private Wealth's BA Position: Q2 2026 in Review

Lake Street Private Wealth increased its Boeing (BA) stake by 4.7% in Q2 2026, buying an estimated $238K and bringing the position to 24,043 shares worth $5.2M. The position accounts for 0.6% of the portfolio, ranked #48.

Lake Street Private Wealth first reported a position in BA in Q1 2019 and has held it in 19 quarters since. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Lake Street Private Wealth held 24,043 shares of Boeing worth $5.2M as of Q2 2026.
Lake Street Private Wealth bought 1,071 Boeing shares in Q2 2026, an estimated $238K.
Boeing made up 0.6% of Lake Street Private Wealth's portfolio in Q2 2026, its #48 holding.
Lake Street Private Wealth first reported a position in Boeing in Q1 2019 and has held it in 19 quarters since.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.