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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
Q3 		$1.02M Sell
5,457
-37
-0.7% -$7.93K 0.22% 128
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Legacy Wealth Asset Management's BA Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Boeing (BA) stake by 0.67% in Q3 2026, selling an estimated $7.93K and leaving 5,457 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #128.

Legacy Wealth Asset Management first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q1 2021. 333 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Legacy Wealth Asset Management held 5,457 shares of Boeing worth $1.02M as of Q3 2026.
  • Legacy Wealth Asset Management sold 37 Boeing shares in Q3 2026, an estimated $7.93K.
  • Boeing made up 0.22% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #128 holding.
  • Legacy Wealth Asset Management first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Boeing position peaked at $1.51M in Q1 2021.
  • 333 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.