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Lakeridge Wealth Management’s Boeing BA Stock Holding History

Lakeridge Wealth Management’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
Q1 		– Sell
-1,158
Closed -$205K – 153
2024
Q4 		$205K Buy
+1,158
New +$182K 0.11% 143
2024
Q3 		– Sell
-1,255
Closed -$228K – 154
2024
Q2 		$228K Buy
1,255
+106
+9% +$18.9K 0.14% 130
2024
Q1 		$222K Sell
1,149
-427
-27% -$87.7K 0.14% 122
2023
Q4 		$411K Buy
+1,576
New +$337K 0.3% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Lakeridge Wealth Management's BA Position: Q1 2025 in Review

Lakeridge Wealth Management sold out of Boeing (BA) in Q1 2025, closing a stake of 1,158 shares — an estimated $205K sold.

Lakeridge Wealth Management first reported a position in BA in Q4 2023 and held it in 4 quarters. The position peaked at $411K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Lakeridge Wealth Management reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 1,158 Boeing shares in Q1 2025, an estimated $205K.
  • Lakeridge Wealth Management first reported a position in Boeing in Q4 2023 and held it in 4 quarters.
  • Lakeridge Wealth Management's Boeing position peaked at $411K in Q4 2023.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Lakeridge Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.