LWA
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lantern Wealth Advisors's BA Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Boeing (BA) stake by 12% in Q2 2026, buying an estimated $68.5K and bringing the position to 2,861 shares worth $619K. The position accounts for 0.28% of the portfolio, ranked #87.

Lantern Wealth Advisors first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Lantern Wealth Advisors held 2,861 shares of Boeing worth $619K as of Q2 2026.
  • Lantern Wealth Advisors bought 308 Boeing shares in Q2 2026, an estimated $68.5K.
  • Boeing made up 0.28% of Lantern Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Lantern Wealth Advisors first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.