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Legacy Trust’s Boeing BA Stock Holding History

Legacy 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 		$251K Sell
1,464
-447
-23% -$95.8K 0.04% 203
2026
Q2 		$414K Sell
1,911
-266
-12% -$59.2K 0.07% 150
2026
Q1 		$433K Sell
2,177
-35
-2% -$7.97K 0.08% 146
2025
Q4 		$480K Buy
2,212
+92
+4% +$18.9K 0.09% 131
2025
Q3 		$458K Buy
+2,120
New +$478K 0.09% 131

Other funds holding BA

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Legacy Trust's BA Position: Q3 2026 in Review

Legacy Trust reduced its Boeing (BA) stake by 23% in Q3 2026, selling an estimated $95.8K and leaving 1,464 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #203.

Legacy Trust first reported a position in BA in Q3 2025 and has held it in 5 quarters since. The position peaked at $480K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Legacy Trust held 1,464 shares of Boeing worth $251K as of Q3 2026.
  • Legacy Trust sold 447 Boeing shares in Q3 2026, an estimated $95.8K.
  • Boeing made up 0.04% of Legacy Trust's portfolio in Q3 2026, its #203 holding.
  • Legacy Trust first reported a position in Boeing in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's Boeing position peaked at $480K in Q4 2025.
  • 1,565 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

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