Lantz Financial
BA icon

Lantz Financial’s Boeing BA Stock Holding History

Lantz Financial’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 		$626K Sell
3,367
-310
-8% -$66.5K 0.11% 156
2026
Q2 		$796K Sell
3,677
-189
-5% -$42K 0.15% 139
2026
Q1 		$769K Buy
3,866
+164
+4% +$37.3K 0.16% 137
2025
Q4 		$804K Buy
3,702
+8
+0.2% +$1.64K 0.17% 128
2025
Q3 		$797K Buy
3,694
+622
+20% +$140K 0.18% 133
2025
Q2 		$644K Buy
3,072
+46
+2% +$8.69K 0.16% 127
2025
Q1 		$516K Buy
3,026
+35
+1% +$6.06K 0.14% 136
2024
Q4 		$529K Sell
2,991
-40
-1% -$6.28K 0.14% 135
2024
Q3 		$461K Buy
3,031
+336
+12% +$57.6K 0.12% 142
2024
Q2 		$491K Buy
2,695
+1,410
+110% +$251K 0.15% 128
2024
Q1 		$248K Buy
1,285
+15
+1% +$3.08K 0.08% 180
2023
Q4 		$331K Sell
1,270
-52
-4% -$11.1K 0.12% 146
2023
Q3 		$253K Sell
1,322
-144
-10% -$31.5K 0.1% 159
2023
Q2 		$310K Buy
1,466
+141
+11% +$29.3K 0.12% 139
2023
Q1 		$281K Sell
1,325
-100
-7% -$20.8K 0.12% 138
2022
Q4 		$271K Buy
+1,425
New +$233K 0.12% 141
2022
Q2 		– Sell
-1,625
Closed -$311K – 172
2022
Q1 		$311K Hold
1,625
– – 0.13% 134
2021
Q4 		$327K Hold
1,625
– – 0.15% 120
2021
Q3 		$357K Hold
1,625
– – 0.18% 109
2021
Q2 		$389K Hold
1,625
– – 0.2% 104
2021
Q1 		$414K Sell
1,625
-8
-0.5% -$1.78K 0.24% 84
2020
Q4 		$350K Buy
1,633
+108
+7% +$20.8K 0.22% 90
2020
Q3 		$252K Hold
1,525
– – 0.17% 99
2020
Q2 		$280K Sell
1,525
-1,405
-48% -$216K 0.2% 90
2020
Q1 		$437K Sell
2,930
-14
-0.5% -$3.83K 0.34% 71
2019
Q4 		$959K Buy
2,944
+41
+1% +$14.5K 0.57% 60
2019
Q3 		$1.07M Buy
2,903
+35
+1% +$12.5K 0.72% 51
2019
Q2 		$1.02M Buy
2,868
+108
+4% +$39.4K 0.69% 50
2019
Q1 		$1.05M Buy
+2,760
New +$1.06M 0.76% 49

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

Lantz Financial's BA Position: Q3 2026 in Review

Lantz Financial reduced its Boeing (BA) stake by 8.4% in Q3 2026, selling an estimated $66.5K and leaving 3,367 shares worth $626K. The position accounts for 0.11% of the portfolio, ranked #156.

Lantz Financial first reported a position in BA in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.07M in Q3 2019. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Lantz Financial held 3,367 shares of Boeing worth $626K as of Q3 2026.
  • Lantz Financial sold 310 Boeing shares in Q3 2026, an estimated $66.5K.
  • Boeing made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #156 holding.
  • Lantz Financial first reported a position in Boeing in Q1 2019 and has held it in 29 quarters since.
  • Lantz Financial's Boeing position peaked at $1.07M in Q3 2019.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.