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 Q3	$678K	Buy	3,645 +125	+4%	+$26.8K	0.4%	40
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lakeside Advisors's BA Position: Q3 2026 in Review

Lakeside Advisors increased its Boeing (BA) stake by 3.6% in Q3 2026, buying an estimated $26.8K and bringing the position to 3,645 shares worth $678K. The position accounts for 0.4% of the portfolio, ranked #40.

Lakeside Advisors first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q4 2023. 1,916 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Lakeside Advisors held 3,645 shares of Boeing worth $678K as of Q3 2026.
Lakeside Advisors bought 125 Boeing shares in Q3 2026, an estimated $26.8K.
Boeing made up 0.4% of Lakeside Advisors's portfolio in Q3 2026, its #40 holding.
Lakeside Advisors first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Boeing position peaked at $1.01M in Q4 2023.
1,916 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.