LA
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Lifeworks Advisors’s Boeing BA Stock Holding History

Lifeworks 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
2026
Q2 		$1.22M Buy
5,640
+755
+15% +$168K 0.13% 125
2026
Q1 		$972K Buy
4,885
+2,849
+140% +$649K 0.12% 129
2025
Q4 		$442K Sell
2,036
-189
-8% -$38.9K 0.06% 221
2025
Q3 		$480K Buy
2,225
+21
+1% +$4.74K 0.06% 211
2025
Q2 		$462K Sell
2,204
-160
-7% -$30.2K 0.07% 202
2025
Q1 		$403K Buy
2,364
+219
+10% +$37.9K 0.07% 209
2024
Q4 		$380K Buy
2,145
+49
+2% +$7.69K 0.07% 201
2024
Q3 		$319K Sell
2,096
-799
-28% -$137K 0.06% 219
2024
Q2 		$527K Buy
2,895
+981
+51% +$175K 0.15% 126
2024
Q1 		$369K Sell
1,914
-51
-3% -$10.5K 0.1% 153
2023
Q4 		$512K Sell
1,965
-123
-6% -$26.3K 0.18% 115
2023
Q3 		$400K Sell
2,088
-77
-4% -$16.8K 0.16% 134
2023
Q2 		$457K Sell
2,165
-170
-7% -$35.3K 0.19% 106
2023
Q1 		$496K Sell
2,335
-182
-7% -$37.8K 0.23% 105
2022
Q4 		$479K Sell
2,517
-681
-21% -$111K 0.27% 83
2022
Q3 		$456K Sell
3,198
-1,448
-31% -$222K 0.26% 92
2022
Q2 		$635K Buy
4,646
+767
+20% +$113K 0.4% 81
2022
Q1 		$742K Sell
3,879
-1,311
-25% -$263K 0.49% 75
2021
Q4 		$1.04M Buy
+5,190
New +$1.1M 0.83% 37

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lifeworks Advisors's BA Position: Q2 2026 in Review

Lifeworks Advisors increased its Boeing (BA) stake by 15% in Q2 2026, buying an estimated $168K and bringing the position to 5,640 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #125.

Lifeworks Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Lifeworks Advisors held 5,640 shares of Boeing worth $1.22M as of Q2 2026.
  • Lifeworks Advisors bought 755 Boeing shares in Q2 2026, an estimated $168K.
  • Boeing made up 0.13% of Lifeworks Advisors's portfolio in Q2 2026, its #125 holding.
  • Lifeworks Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.