LeConte Wealth Management
BA icon

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
Q3 		$229K Buy
1,229
+173
+16% +$37.1K 0.12% 159
2026
Q2 		$229K Sell
1,056
-2
-0.2% -$445 0.12% 139
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LeConte Wealth Management's BA Position: Q3 2026 in Review

LeConte Wealth Management increased its Boeing (BA) stake by 16% in Q3 2026, buying an estimated $37.1K and bringing the position to 1,229 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #159.

LeConte Wealth Management first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $261K in Q2 2025. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • LeConte Wealth Management held 1,229 shares of Boeing worth $229K as of Q3 2026.
  • LeConte Wealth Management bought 173 Boeing shares in Q3 2026, an estimated $37.1K.
  • Boeing made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #159 holding.
  • LeConte Wealth Management first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Boeing position peaked at $261K in Q2 2025.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

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