Legacy Private Trust
BA icon

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
Q3 		$3.22M Buy
17,325
+320
+2% +$68.6K 0.18% 92
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Legacy Private Trust's BA Position: Q3 2026 in Review

Legacy Private Trust increased its Boeing (BA) stake by 1.9% in Q3 2026, buying an estimated $68.6K and bringing the position to 17,325 shares worth $3.22M. The position accounts for 0.18% of the portfolio, ranked #92.

Legacy Private Trust first reported a position in BA in Q4 2015 and has held it in 12 quarters since. The position peaked at $5.74M in Q2 2024. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Legacy Private Trust held 17,325 shares of Boeing worth $3.22M as of Q3 2026.
  • Legacy Private Trust bought 320 Boeing shares in Q3 2026, an estimated $68.6K.
  • Boeing made up 0.18% of Legacy Private Trust's portfolio in Q3 2026, its #92 holding.
  • Legacy Private Trust first reported a position in Boeing in Q4 2015 and has held it in 12 quarters since.
  • Legacy Private Trust's Boeing position peaked at $5.74M in Q2 2024.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.