LCM Capital Management’s Boeing BA Stock Holding History

LCM Capital Management’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	$307K	Hold	1,649	–	–	0.13%	83
2026 Q2	$357K	Hold	1,649	–	–	0.16%	74
2026 Q1	$328K	Buy	1,649 +10	+0.6%	+$2.28K	0.16%	74
2025 Q4	$356K	Hold	1,639	–	–	0.17%	69
2025 Q3	$354K	Hold	1,639	–	–	0.17%	70
2025 Q2	$343K	Hold	1,639	–	–	0.18%	73
2025 Q1	$280K	Hold	1,639	–	–	0.16%	78
2024 Q4	$290K	Hold	1,639	–	–	0.16%	75
2024 Q3	$249K	Hold	1,639	–	–	0.14%	80
2024 Q2	$298K	Hold	1,639	–	–	0.19%	64
2024 Q1	$316K	Buy	1,639 +10	+0.6%	+$2.06K	0.2%	64
2023 Q4	$425K	Hold	1,629	–	–	0.31%	50
2023 Q3	$312K	Hold	1,629	–	–	0.25%	60
2023 Q2	$344K	Hold	1,629	–	–	0.28%	54
2023 Q1	$346K	Hold	1,629	–	–	0.3%	52
2022 Q4	$310K	Sell	1,629 -80	-5%	-$13.1K	0.3%	49
2022 Q3	$207K	Hold	1,709	–	–	0.22%	73
2022 Q2	$234K	Buy	1,709 +80	+5%	+$11.8K	0.23%	67
2022 Q1	$312K	Sell	1,629 -50	-3%	-$10K	0.25%	59
2021 Q4	$338K	Sell	1,679 -10	-0.6%	-$2.11K	0.26%	60
2021 Q3	$371K	Buy	1,689 +50	+3%	+$11.2K	0.31%	56
2021 Q2	$393K	Buy	1,639 +600	+58%	+$145K	0.33%	53
2021 Q1	$265K	Sell	1,039 -52	-5%	-$11.6K	0.24%	66
2020 Q4	$233K	Buy	+1,091	New	+$210K	0.22%	67

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

LCM Capital Management's BA Position: Q3 2026 in Review

LCM Capital Management held its Boeing (BA) position steady in Q3 2026 at 1,649 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #83.

LCM Capital Management first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $425K in Q4 2023. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

LCM Capital Management held 1,649 shares of Boeing worth $307K as of Q3 2026.
LCM Capital Management left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.13% of LCM Capital Management's portfolio in Q3 2026, its #83 holding.
LCM Capital Management first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
LCM Capital Management's Boeing position peaked at $425K in Q4 2023.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.