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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
2025
Q1 		– Hold
0
– -$18.1K – 820
2024
Q4 		– Hold
0
– – – 228

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Wealth Management (Idaho)'s BA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Boeing (BA) stake by 56% in Q1 2026, buying an estimated $18.2K and bringing the position to 223 shares worth $44.4K. The position accounts for 0.02% of the portfolio, ranked #283.

Legacy Wealth Management (Idaho) first reported a position in BA in Q3 2024 and has held it in 7 quarters since. 2,516 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 223 shares of Boeing worth $44.4K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 80 Boeing shares in Q1 2026, an estimated $18.2K.
  • Boeing made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #283 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Boeing in Q3 2024 and has held it in 7 quarters since.
  • 2,516 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.