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Lewis Asset Management’s Boeing BA Stock Holding History

Lewis 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
2025
Q3 		– Sell
-1,238
Closed -$259K – 187
2025
Q2 		$259K Sell
1,238
-790
-39% -$149K 0.12% 151
2025
Q1 		$346K Sell
2,028
-1,375
-40% -$238K 0.29% 92
2024
Q4 		$602K Sell
3,403
-1,915
-36% -$301K 0.46% 54
2024
Q3 		$809K Buy
5,318
+1,488
+39% +$255K 0.59% 41
2024
Q2 		$697K Sell
3,830
-1,498
-28% -$267K 0.53% 43
2024
Q1 		$1.03M Sell
5,328
-345
-6% -$70.9K 0.85% 26
2023
Q4 		$1.48M Buy
+5,673
New +$1.21M 1.36% 18

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lewis Asset Management's BA Position: Q3 2025 in Review

Lewis Asset Management sold out of Boeing (BA) in Q3 2025, closing a stake of 1,238 shares — an estimated $259K sold.

Lewis Asset Management first reported a position in BA in Q4 2023 and held it in 7 quarters. The position peaked at $1.48M in Q4 2023. 2,378 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Lewis Asset Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Lewis Asset Management sold 1,238 Boeing shares in Q3 2025, an estimated $259K.
  • Lewis Asset Management first reported a position in Boeing in Q4 2023 and held it in 7 quarters.
  • Lewis Asset Management's Boeing position peaked at $1.48M in Q4 2023.
  • 2,378 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Lewis Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.