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Legacy Wealth Management (Idaho)’s Boeing BA Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-223
Closed -$44.4K – 257
2026
Q1 		$44.4K Buy
223
+80
+56% +$18.2K 0.02% 283
2025
Q4 		$31K Sell
143
-41
-22% -$8.43K 0.01% 278
2025
Q3 		$39.7K Hold
184
– – 0.02% 199
2025
Q2 		$38.6K Sell
184
-20
-10% -$3.78K 0.02% 175
2025
Q1 		$34.8K Hold
204
– – 0.02% 179
2024
Q4 		$37K Buy
204
+200
+5,000% +$31.4K 0.02% 145
2024
Q3 		$560 Buy
+4
New +$686 ﹤0.01% 603

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 $3.38T AUM 44.17% 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 Management (Idaho)'s BA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Boeing (BA) in Q2 2026, closing a stake of 223 shares — an estimated $44.4K sold.

Legacy Wealth Management (Idaho) first reported a position in BA in Q3 2024 and held it in 7 quarters. The position peaked at $44.4K in Q1 2026. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 223 Boeing shares in Q2 2026, an estimated $44.4K.
  • Legacy Wealth Management (Idaho) first reported a position in Boeing in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Boeing position peaked at $44.4K in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.