Lido Advisors’s Boeing BA Stock Holding History

Lido 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
2024 Q1	–	Sell	-200	Closed	-$52.1K	–	1388
2023 Q4	$52.1K	Hold	200	–	–	﹤0.01%	1315
2023 Q3	$38.3K	Hold	200	–	–	﹤0.01%	1180
2023 Q2	$42.2K	Hold	200	–	–	﹤0.01%	1188
2023 Q1	$42.5K	Hold	200	–	–	﹤0.01%	1123
2022 Q4	$38.1K	Buy	+200	New	+$32.7K	﹤0.01%	1002
2022 Q2	–	Sell	-1,100	Closed	-$210K	–	937
2022 Q1	$210K	Buy	+1,100	New	+$221K	﹤0.01%	940
2021 Q3	–	Sell	-900	Closed	-$215K	–	963
2021 Q2	$215K	Hold	900	–	–	﹤0.01%	844
2021 Q1	$229K	Buy	+900	New	+$200K	﹤0.01%	760
2020 Q3	–	Sell	-1,800	Closed	-$329K	–	642
2020 Q2	$329K	Buy	1,800 +400	+29%	+$61.5K	0.01%	428
2020 Q1	$213K	Hold	1,400	–	–	0.01%	503
2019 Q4	$456K	Buy	+1,400	New	+$496K	0.02%	410

Other funds holding BA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lido Advisors's BA Position: Q1 2026 in Review

Lido Advisors reduced its Boeing (BA) stake by 5.8% in Q1 2026, selling an estimated $783K and leaving 56,122 shares worth $11.2M. The position accounts for 0.03% of the portfolio, ranked #299.

Lido Advisors first reported a position in BA in Q2 2016 and has held it in 40 quarters since. The position peaked at $17M in Q4 2024. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Lido Advisors held 56,122 shares of Boeing worth $11.2M as of Q1 2026.
Lido Advisors sold 3,437 Boeing shares in Q1 2026, an estimated $783K.
Boeing made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #299 holding.
Lido Advisors first reported a position in Boeing in Q2 2016 and has held it in 40 quarters since.
Lido Advisors's Boeing position peaked at $17M in Q4 2024.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.