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Legacy Wealth Asset Management’s Boeing BA Stock Holding History

Legacy Wealth Asset Management’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 		$1.19M Sell
5,494
-116
-2% -$25.8K 0.26% 103
2026
Q1 		$1.12M Buy
5,610
+14
+0.3% +$3.19K 0.27% 100
2025
Q4 		$1.22M Buy
5,596
+208
+4% +$42.8K 0.3% 92
2025
Q3 		$1.16M Sell
5,388
-91
-2% -$20.5K 0.28% 94
2025
Q2 		$1.15M Sell
5,479
-23
-0.4% -$4.34K 0.29% 90
2025
Q1 		$938K Buy
5,502
+44
+0.8% +$7.62K 0.26% 94
2024
Q4 		$966K Sell
5,458
-7
-0.1% -$1.1K 0.26% 98
2024
Q3 		$831K Buy
5,465
+76
+1% +$13K 0.22% 117
2024
Q2 		$981K Buy
5,389
+96
+2% +$17.1K 0.28% 95
2024
Q1 		$1.02M Buy
5,293
+13
+0.2% +$2.67K 0.28% 97
2023
Q4 		$1.38M Sell
5,280
-171
-3% -$36.6K 0.45% 64
2023
Q3 		$1.04M Sell
5,451
-89
-2% -$19.5K 0.38% 80
2023
Q2 		$1.17M Sell
5,540
-39
-0.7% -$8.1K 0.41% 66
2023
Q1 		$1.19M Sell
5,579
-81
-1% -$16.8K 0.43% 66
2022
Q4 		$1.08M Sell
5,660
-83
-1% -$13.6K 0.41% 71
2022
Q3 		$695K Sell
5,743
-838
-13% -$129K 0.3% 111
2022
Q2 		$900K Buy
6,581
+187
+3% +$27.6K 0.37% 97
2022
Q1 		$1.22M Buy
6,394
+253
+4% +$50.8K 0.44% 61
2021
Q4 		$1.24M Buy
6,141
+180
+3% +$38K 0.42% 56
2021
Q3 		$1.31M Buy
5,961
+12
+0.2% +$2.68K 0.6% 23
2021
Q2 		$1.43M Buy
5,949
+11
+0.2% +$2.66K 0.63% 18
2021
Q1 		$1.51M Buy
5,938
+550
+10% +$122K 0.7% 20
2020
Q4 		$1.15M Buy
+5,388
New +$1.04M 0.58% 31

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Asset Management's BA Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Boeing (BA) stake by 2.1% in Q2 2026, selling an estimated $25.8K and leaving 5,494 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #103.

Legacy Wealth Asset Management first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.51M in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Legacy Wealth Asset Management held 5,494 shares of Boeing worth $1.19M as of Q2 2026.
  • Legacy Wealth Asset Management sold 116 Boeing shares in Q2 2026, an estimated $25.8K.
  • Boeing made up 0.26% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #103 holding.
  • Legacy Wealth Asset Management first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Boeing position peaked at $1.51M in Q1 2021.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.