Legacy Capital Group California’s Boeing BA Stock Holding History

Legacy Capital Group California’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	$416K	Buy	1,921 +65	+4%	+$14.5K	0.13%	229
2026 Q1	$369K	Sell	1,856 -4,936	-73%	-$1.12M	0.14%	213
2025 Q4	$1.47M	Sell	6,792 -60	-0.9%	-$12.3K	0.36%	64
2025 Q3	$1.48M	Sell	6,852 -78	-1%	-$17.6K	0.38%	59
2025 Q2	$1.45M	Buy	+6,930	New	+$1.31M	0.4%	50
2023 Q4	–	Sell	-4,968	Closed	-$952K	–	274
2023 Q3	$952K	Buy	4,968 +49	+1%	+$10.7K	0.41%	64
2023 Q2	$1.04M	Buy	+4,919	New	+$1.02M	0.43%	48

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Capital Group California's BA Position: Q2 2026 in Review

Legacy Capital Group California increased its Boeing (BA) stake by 3.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,921 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #229.

Legacy Capital Group California first reported a position in BA in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.48M in Q3 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Legacy Capital Group California held 1,921 shares of Boeing worth $416K as of Q2 2026.
Legacy Capital Group California bought 65 Boeing shares in Q2 2026, an estimated $14.5K.
Boeing made up 0.13% of Legacy Capital Group California's portfolio in Q2 2026, its #229 holding.
Legacy Capital Group California first reported a position in Boeing in Q2 2023 and has held it in 7 quarters since.
Legacy Capital Group California's Boeing position peaked at $1.48M in Q3 2025.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.