LOPW
BA icon

Live Oak Private Wealth’s Boeing BA Stock Holding History

Live Oak Private Wealth’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 		$7.97M Buy
36,831
+313
+0.9% +$69.6K 1% 39
2026
Q1 		$7.27M Buy
36,518
+1,158
+3% +$264K 1.01% 40
2025
Q4 		$7.68M Buy
35,360
+243
+0.7% +$50K 1.05% 38
2025
Q3 		$7.58M Buy
35,117
+677
+2% +$153K 1.06% 37
2025
Q2 		$7.22M Buy
34,440
+407
+1% +$76.9K 1.08% 35
2025
Q1 		$5.8M Buy
34,033
+238
+0.7% +$41.2K 0.94% 43
2024
Q4 		$5.98M Sell
33,795
-934
-3% -$147K 1.01% 39
2024
Q3 		$5.28M Buy
34,729
+613
+2% +$105K 0.86% 48
2024
Q2 		$6.21M Sell
34,116
-371
-1% -$66.1K 1.07% 35
2024
Q1 		$6.66M Sell
34,487
-11,221
-25% -$2.31M 1.15% 35
2023
Q4 		$11.9M Buy
45,708
+179
+0.4% +$38.3K 2.24% 9
2023
Q3 		$8.73M Buy
45,529
+41
+0.1% +$8.97K 1.86% 15
2023
Q2 		$9.61M Buy
45,488
+79
+0.2% +$16.4K 1.91% 12
2023
Q1 		$9.65M Sell
45,409
-347
-0.8% -$72.1K 1.99% 10
2022
Q4 		$8.72M Buy
45,756
+1,357
+3% +$222K 1.8% 12
2022
Q3 		$5.38M Buy
44,399
+529
+1% +$81.1K 1.21% 36
2022
Q2 		$6M Buy
+43,870
New +$6.47M 1.26% 29
2020
Q2 		– Sell
-1,465
Closed -$218K – 134
2020
Q1 		$218K Buy
1,465
+596
+69% +$163K 0.22% 69
2019
Q4 		$283K Buy
+869
New +$308K 0.28% 62

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

Live Oak Private Wealth's BA Position: Q2 2026 in Review

Live Oak Private Wealth increased its Boeing (BA) stake by 0.86% in Q2 2026, buying an estimated $69.6K and bringing the position to 36,831 shares worth $7.97M. The position accounts for 1% of the portfolio, ranked #39.

Live Oak Private Wealth first reported a position in BA in Q4 2019 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2023. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Live Oak Private Wealth held 36,831 shares of Boeing worth $7.97M as of Q2 2026.
  • Live Oak Private Wealth bought 313 Boeing shares in Q2 2026, an estimated $69.6K.
  • Boeing made up 1% of Live Oak Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Live Oak Private Wealth first reported a position in Boeing in Q4 2019 and has held it in 19 quarters since.
  • Live Oak Private Wealth's Boeing position peaked at $11.9M in Q4 2023.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.