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LeConte Wealth Management’s Boeing BA Stock Holding History

LeConte Wealth 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
Q1 		$211K Buy
1,058
+95
+10% +$21.6K 0.14% 135
2025
Q4 		$209K Buy
+963
New +$198K 0.14% 127
2025
Q3 		– Sell
-1,248
Closed -$261K – 129
2025
Q2 		$261K Buy
+1,248
New +$236K 0.18% 72

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LeConte Wealth Management's BA Position: Q1 2026 in Review

LeConte Wealth Management increased its Boeing (BA) stake by 9.9% in Q1 2026, buying an estimated $21.6K and bringing the position to 1,058 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #135.

LeConte Wealth Management first reported a position in BA in Q2 2025 and has held it in 3 quarters since. The position peaked at $261K in Q2 2025. 2,508 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • LeConte Wealth Management held 1,058 shares of Boeing worth $211K as of Q1 2026.
  • LeConte Wealth Management bought 95 Boeing shares in Q1 2026, an estimated $21.6K.
  • Boeing made up 0.14% of LeConte Wealth Management's portfolio in Q1 2026, its #135 holding.
  • LeConte Wealth Management first reported a position in Boeing in Q2 2025 and has held it in 3 quarters since.
  • LeConte Wealth Management's Boeing position peaked at $261K in Q2 2025.
  • 2,508 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.