Legend Financial Advisors’s Boeing BA Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-54	Closed	-$11.3K	–	46
2025 Q2	$11.3K	Buy	+54	New	+$10.2K	0.01%	104
2025 Q1	–	Sell	-54	Closed	-$9.56K	–	56
2024 Q4	$9.56K	Hold	54	–	–	0.01%	118
2024 Q3	$8.21K	Hold	54	–	–	0.01%	110
2024 Q2	$9.83K	Sell	54 -11	-17%	-$1.96K	0.01%	144
2024 Q1	$12.5K	Buy	65 +43	+195%	+$8.84K	0.01%	120
2023 Q4	$5.74K	Buy	+22	New	+$4.71K	﹤0.01%	144
2023 Q3	–	Sell	-96	Closed	-$20.3K	–	190
2023 Q2	$20.3K	Buy	96 +32	+50%	+$6.65K	0.02%	101
2023 Q1	$13.6K	Sell	64 -32	-33%	-$6.65K	0.01%	130
2022 Q4	$18.3K	Buy	+96	New	+$15.7K	0.02%	118
2020 Q1	–	Sell	-2,827	Closed	-$921K	–	32
2019 Q4	$921K	Sell	2,827 -174	-6%	-$61.6K	0.79%	17
2019 Q3	$1.14M	Hold	3,001	–	–	0.97%	16
2019 Q2	$1.09M	Buy	3,001 +136	+5%	+$49.6K	0.96%	17
2019 Q1	$1.09M	Sell	2,865 -41	-1%	-$15.8K	1.2%	13
2018 Q4	$937K	Buy	+2,906	New	+$1M	1.37%	14

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legend Financial Advisors's BA Position: Q3 2025 in Review

Legend Financial Advisors sold out of Boeing (BA) in Q3 2025, closing a stake of 54 shares — an estimated $11.3K sold.

Legend Financial Advisors first reported a position in BA in Q4 2018 and held it in 14 quarters. The position peaked at $1.14M in Q3 2019. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

Legend Financial Advisors reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 54 Boeing shares in Q3 2025, an estimated $11.3K.
Legend Financial Advisors first reported a position in Boeing in Q4 2018 and held it in 14 quarters.
Legend Financial Advisors's Boeing position peaked at $1.14M in Q3 2019.
2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.