Lakeside Advisors’s Boeing BA Stock Holding History

Lakeside Advisors’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	$762K	Hold	3,520	–	–	0.48%	37
2026 Q1	$701K	Buy	3,520 +30	+0.9%	+$6.83K	0.47%	36
2025 Q4	$758K	Buy	3,490 +150	+4%	+$30.8K	0.48%	35
2025 Q3	$721K	Hold	3,340	–	–	0.46%	35
2025 Q2	$700K	Hold	3,340	–	–	0.45%	34
2025 Q1	$570K	Sell	3,340 -40	-1%	-$6.92K	0.38%	36
2024 Q4	$598K	Sell	3,380 -100	-3%	-$15.7K	0.4%	36
2024 Q3	$529K	Sell	3,480 -150	-4%	-$25.7K	0.33%	41
2024 Q2	$661K	Sell	3,630 -200	-5%	-$35.6K	0.43%	36
2024 Q1	$739K	Sell	3,830 -50	-1%	-$10.3K	0.47%	34
2023 Q4	$1.01M	Hold	3,880	–	–	0.7%	27
2023 Q3	$744K	Sell	3,880 -100	-3%	-$21.9K	0.57%	32
2023 Q2	$840K	Sell	3,980 -40	-1%	-$8.31K	0.62%	32
2023 Q1	$854K	Sell	4,020 -18	-0.4%	-$3.74K	0.66%	29
2022 Q4	$769K	Hold	4,038	–	–	0.63%	31
2022 Q3	$489K	Hold	4,038	–	–	0.44%	36
2022 Q2	$552K	Hold	4,038	–	–	0.47%	33
2022 Q1	$773K	Hold	4,038	–	–	0.58%	31
2021 Q4	$813K	Buy	+4,038	New	+$853K	0.6%	29

Other funds holding BA

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lakeside Advisors's BA Position: Q2 2026 in Review

Lakeside Advisors held its Boeing (BA) position steady in Q2 2026 at 3,520 shares worth $762K. The position accounts for 0.48% of the portfolio, ranked #37.

Lakeside Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2023. 1,485 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Lakeside Advisors held 3,520 shares of Boeing worth $762K as of Q2 2026.
Lakeside Advisors left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.48% of Lakeside Advisors's portfolio in Q2 2026, its #37 holding.
Lakeside Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
Lakeside Advisors's Boeing position peaked at $1.01M in Q4 2023.
1,485 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.