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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Trust's BA Position: Q1 2026 in Review

Legacy Trust reduced its Boeing (BA) stake by 1.6% in Q1 2026, selling an estimated $7.97K and leaving 2,177 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #146.

Legacy Trust first reported a position in BA in Q3 2025 and has held it in 3 quarters since. The position peaked at $480K in Q4 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Legacy Trust held 2,177 shares of Boeing worth $433K as of Q1 2026.
  • Legacy Trust sold 35 Boeing shares in Q1 2026, an estimated $7.97K.
  • Boeing made up 0.08% of Legacy Trust's portfolio in Q1 2026, its #146 holding.
  • Legacy Trust first reported a position in Boeing in Q3 2025 and has held it in 3 quarters since.
  • Legacy Trust's Boeing position peaked at $480K in Q4 2025.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.