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Leo Wealth LLC’s Boeing BA Stock Holding History

Leo Wealth LLC’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
Q1 		$647K Buy
3,249
+602
+23% +$137K 0.05% 230
2025
Q4 		$575K Buy
2,647
+663
+33% +$136K 0.04% 238
2025
Q3 		$428K Sell
1,984
-608
-23% -$137K 0.06% 198
2025
Q2 		$543K Buy
2,592
+708
+38% +$134K 0.04% 221
2025
Q1 		$321K Sell
1,884
-11
-0.6% -$1.9K 0.05% 214
2024
Q4 		$335K Sell
1,895
-584
-24% -$91.6K 0.03% 273
2024
Q3 		$377K Sell
2,479
-105
-4% -$18K 0.03% 254
2024
Q2 		$475K Buy
2,584
+131
+5% +$23.4K 0.05% 225
2024
Q1 		$469K Buy
2,453
+423
+21% +$86.9K 0.05% 223
2023
Q4 		$423K Buy
+2,030
New +$434K 0.04% 220

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leo Wealth LLC's BA Position: Q1 2026 in Review

Leo Wealth LLC increased its Boeing (BA) stake by 23% in Q1 2026, buying an estimated $137K and bringing the position to 3,249 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #230.

Leo Wealth LLC first reported a position in BA in Q4 2023 and has held it in 10 quarters since. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Leo Wealth LLC held 3,249 shares of Boeing worth $647K as of Q1 2026.
  • Leo Wealth LLC bought 602 Boeing shares in Q1 2026, an estimated $137K.
  • Boeing made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #230 holding.
  • Leo Wealth LLC first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.