Legacy Private Trust’s Boeing BA Stock Holding History

Legacy Private Trust’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	$3.68M	Buy	17,005 +103	+0.6%	+$22.9K	0.2%	89
2026 Q1	$3.36M	Sell	16,902 -752	-4%	-$171K	0.21%	87
2025 Q4	$3.83M	Buy	17,654 +432	+3%	+$88.8K	0.22%	86
2025 Q3	$3.72M	Buy	17,222 +438	+3%	+$98.8K	0.22%	84
2025 Q2	$3.52M	Buy	16,784 +2,190	+15%	+$414K	0.23%	83
2025 Q1	$2.49M	Sell	14,594 -789	-5%	-$137K	0.17%	96
2024 Q4	$2.72M	Buy	15,383 +1,288	+9%	+$202K	0.18%	100
2024 Q3	$2.14M	Sell	14,095 -17,454	-55%	-$2.99M	0.14%	115
2024 Q2	$5.74M	Buy	31,549 +9,438	+43%	+$1.68M	0.41%	58
2024 Q1	$4.27M	Buy	+22,111	New	+$4.54M	0.31%	70
2016 Q1	–	Sell	-1,450	Closed	-$210K	–	237
2015 Q4	$210K	Buy	+1,450	New	+$209K	0.03%	226

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Legacy Private Trust's BA Position: Q2 2026 in Review

Legacy Private Trust increased its Boeing (BA) stake by 0.61% in Q2 2026, buying an estimated $22.9K and bringing the position to 17,005 shares worth $3.68M. The position accounts for 0.2% of the portfolio, ranked #89.

Legacy Private Trust first reported a position in BA in Q4 2015 and has held it in 11 quarters since. The position peaked at $5.74M in Q2 2024. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Legacy Private Trust held 17,005 shares of Boeing worth $3.68M as of Q2 2026.
Legacy Private Trust bought 103 Boeing shares in Q2 2026, an estimated $22.9K.
Boeing made up 0.2% of Legacy Private Trust's portfolio in Q2 2026, its #89 holding.
Legacy Private Trust first reported a position in Boeing in Q4 2015 and has held it in 11 quarters since.
Legacy Private Trust's Boeing position peaked at $5.74M in Q2 2024.
1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.