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 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%	+$1.65K	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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Lantz Financial's BA Position: Q2 2026 in Review

Lantz Financial reduced its Boeing (BA) stake by 4.9% in Q2 2026, selling an estimated $42K and leaving 3,677 shares worth $796K. The position accounts for 0.15% of the portfolio, ranked #139.

Lantz Financial first reported a position in BA in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.07M in Q3 2019. 597 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Lantz Financial held 3,677 shares of Boeing worth $796K as of Q2 2026.
Lantz Financial sold 189 Boeing shares in Q2 2026, an estimated $42K.
Boeing made up 0.15% of Lantz Financial's portfolio in Q2 2026, its #139 holding.
Lantz Financial first reported a position in Boeing in Q1 2019 and has held it in 28 quarters since.
Lantz Financial's Boeing position peaked at $1.07M in Q3 2019.
597 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.