Lido Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$677K Sell
3,400
-4,900
-59% -$1.12M ﹤0.01% 1142
2025
Q4
$1.8M Hold
8,300
0.01% 755
2025
Q3
$1.79M Hold
8,300
0.01% 717
2025
Q2
$1.74M Buy
8,300
+6,400
+337% +$1.21M 0.01% 636
2025
Q1
$324K Hold
1,900
﹤0.01% 1182
2024
Q4
$336K Sell
1,900
-1,800
-49% -$282K ﹤0.01% 1166
2024
Q3
$563K Hold
3,700
﹤0.01% 917
2024
Q2
$673K Sell
3,700
-4,300
-54% -$766K ﹤0.01% 823
2024
Q1
$1.54M Sell
8,000
-1,000
-11% -$205K 0.01% 503
2023
Q4
$2.35M Sell
9,000
-1,000
-10% -$214K 0.02% 383
2023
Q3
$1.92M Buy
10,000
+3,100
+45% +$678K 0.01% 396
2023
Q2
$1.46M Buy
6,900
+2,600
+60% +$540K 0.01% 437
2023
Q1
$913K Buy
4,300
+100
+2% +$20.8K 0.01% 500
2022
Q4
$800K Buy
4,200
+500
+14% +$81.8K 0.01% 462
2022
Q3
$447K Sell
3,700
-500
-12% -$76.7K 0.01% 581
2022
Q2
$574K Sell
4,200
-700
-14% -$103K 0.01% 495
2022
Q1
$938K Buy
4,900
+500
+11% +$100K 0.01% 410
2021
Q4
$885K Hold
4,400
0.01% 444
2021
Q3
$967K Buy
4,400
+1,200
+38% +$268K 0.01% 415
2021
Q2
$766K Sell
3,200
-1,200
-27% -$290K 0.01% 439
2021
Q1
$1.12M Buy
4,400
+1,400
+47% +$311K 0.02% 314
2020
Q4
$642K Buy
+3,000
New +$577K 0.01% 418
2020
Q3
Sell
-2,700
Closed -$494K 643
2020
Q2
$494K Sell
2,700
-700
-21% -$108K 0.01% 350
2020
Q1
$517K Sell
3,400
-1,400
-29% -$383K 0.02% 317
2019
Q4
$1.57M Buy
4,800
+2,700
+129% +$956K 0.06% 185
2019
Q3
$798K Hold
2,100
0.04% 251
2019
Q2
$764K Buy
2,100
+400
+24% +$146K 0.04% 233
2019
Q1
$648K Buy
1,700
+300
+21% +$115K 0.04% 243
2018
Q4
$451K Hold
1,400
0.04% 242
2018
Q3
$520K Hold
1,400
0.05% 233
2018
Q2
$469K Buy
+1,400
New +$482K 0.05% 221

Other funds holding BA

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.