Lantern Wealth Advisors
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Lantern Wealth Advisors’s Boeing BA Stock Holding History

Lantern Wealth 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 		$705K Buy
3,791
+930
+33% +$199K 0.3% 82
2026
Q2 		$619K Buy
2,861
+308
+12% +$68.5K 0.28% 87
2026
Q1 		$508K Buy
2,553
+513
+25% +$117K 0.26% 97
2025
Q4 		$443K Buy
+2,040
New +$420K 0.24% 105

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Lantern Wealth Advisors's BA Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Boeing (BA) stake by 33% in Q3 2026, buying an estimated $199K and bringing the position to 3,791 shares worth $705K. The position accounts for 0.3% of the portfolio, ranked #82.

Lantern Wealth Advisors first reported a position in BA in Q4 2025 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Lantern Wealth Advisors held 3,791 shares of Boeing worth $705K as of Q3 2026.
  • Lantern Wealth Advisors bought 930 Boeing shares in Q3 2026, an estimated $199K.
  • Boeing made up 0.3% of Lantern Wealth Advisors's portfolio in Q3 2026, its #82 holding.
  • Lantern Wealth Advisors first reported a position in Boeing in Q4 2025 and has held it in 4 quarters since.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.