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Legacy Advisors’s Boeing BA Stock Holding History

Legacy Advisors’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 		$1.41M Buy
6,498
+3,117
+92% +$693K 0.13% 92
2026
Q1 		$673K Sell
3,381
-83
-2% -$18.9K 0.08% 135
2025
Q4 		$752K Sell
3,464
-79
-2% -$16.2K 0.08% 129
2025
Q3 		$765K Buy
+3,543
New +$799K 0.09% 113
2025
Q2 		– Sell
-5,147
Closed -$878K – 54
2025
Q1 		$878K Buy
5,147
+426
+9% +$73.7K 0.09% 182
2024
Q4 		$836K Sell
4,721
-189
-4% -$29.7K 0.08% 187
2024
Q3 		$747K Buy
4,910
+722
+17% +$124K 0.08% 194
2024
Q2 		$762K Buy
4,188
+340
+9% +$60.6K 0.09% 160
2024
Q1 		$743K Sell
3,848
-184
-5% -$37.8K 0.09% 171
2023
Q4 		$1.05M Sell
4,032
-1,336
-25% -$286K 0.14% 126
2023
Q3 		$1.03M Buy
5,368
+356
+7% +$77.9K 0.17% 121
2023
Q2 		$1.06M Buy
5,012
+113
+2% +$23.5K 0.16% 114
2023
Q1 		$1.04M Buy
4,899
+70
+1% +$14.5K 0.19% 93
2022
Q4 		$920K Buy
4,829
+46
+1% +$7.52K 0.17% 97
2022
Q3 		$579K Buy
4,783
+1,248
+35% +$191K 0.13% 105
2022
Q2 		$483K Sell
3,535
-165
-4% -$24.3K 0.1% 123
2022
Q1 		$709K Buy
3,700
+482
+15% +$96.7K 0.14% 95
2021
Q4 		$648K Hold
3,218
– – 0.24% 59
2021
Q3 		$708K Buy
3,218
+4
+0.1% +$892 0.28% 52
2021
Q2 		$770K Sell
3,214
-3,245
-50% -$785K 0.31% 49
2021
Q1 		$1.65M Buy
6,459
+438
+7% +$97.4K 0.73% 25
2020
Q4 		$1.29M Hold
6,021
– – 0.73% 28
2020
Q3 		$995K Sell
6,021
-500
-8% -$85.2K 0.66% 32
2020
Q2 		$1.2M Buy
6,521
+700
+12% +$108K 0.95% 25
2020
Q1 		$868K Buy
5,821
+1,340
+30% +$367K 0.87% 27
2019
Q4 		$1.46M Buy
4,481
+950
+27% +$336K 0.93% 27
2019
Q3 		$1.34M Sell
3,531
-562
-14% -$201K 1% 26
2019
Q2 		$1.49M Sell
4,093
-3,841
-48% -$1.4M 1.01% 25
2019
Q1 		$3.03M Buy
7,934
+2,967
+60% +$1.14M 0.98% 30
2018
Q4 		$1.6M Buy
4,967
+350
+8% +$121K 1.22% 21
2018
Q3 		$1.72M Hold
4,617
– – 0.85% 32
2018
Q2 		$1.55M Buy
4,617
+2,106
+84% +$724K 1.16% 22
2018
Q1 		$827K Hold
2,511
– – 0.61% 37
2017
Q4 		$740K Sell
2,511
-19
-0.8% -$5.14K 0.72% 27
2017
Q3 		$643K Buy
2,530
+93
+4% +$21.7K 0.72% 25
2017
Q2 		$481K Sell
2,437
-100
-4% -$18.6K 0.61% 27
2017
Q1 		$448K Hold
2,537
– – 0.61% 26
2016
Q4 		$394K Buy
+2,537
New +$370K 0.54% 27

Other funds holding BA

Ninety One (UK)
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Legacy Advisors's BA Position: Q2 2026 in Review

Legacy Advisors increased its Boeing (BA) stake by 92% in Q2 2026, buying an estimated $693K and bringing the position to 6,498 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #92.

Legacy Advisors first reported a position in BA in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.03M in Q1 2019. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Legacy Advisors held 6,498 shares of Boeing worth $1.41M as of Q2 2026.
  • Legacy Advisors bought 3,117 Boeing shares in Q2 2026, an estimated $693K.
  • Boeing made up 0.13% of Legacy Advisors's portfolio in Q2 2026, its #92 holding.
  • Legacy Advisors first reported a position in Boeing in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Boeing position peaked at $3.03M in Q1 2019.
  • 846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.