LWM
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LJI Wealth Management’s Boeing BA Stock Holding History

LJI Wealth 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
2026
Q1 		$2.19M Sell
11,022
-53
-0.5% -$12.1K 0.35% 31
2025
Q4 		$2.4M Buy
11,075
+110
+1% +$22.6K 0.37% 30
2025
Q3 		$2.37M Sell
10,965
-52
-0.5% -$11.7K 0.41% 26
2025
Q2 		$2.31M Sell
11,017
-65
-0.6% -$12.3K 0.4% 31
2025
Q1 		$1.89M Buy
11,082
+2,111
+24% +$365K 0.38% 34
2024
Q4 		$1.59M Sell
8,971
-874
-9% -$137K 0.31% 38
2024
Q3 		$1.5M Buy
9,845
+1,500
+18% +$257K 0.31% 39
2024
Q2 		$1.52M Buy
8,345
+1,110
+15% +$198K 0.34% 37
2024
Q1 		$1.4M Buy
7,235
+831
+13% +$171K 0.36% 31
2023
Q4 		$1.67M Buy
6,404
+224
+4% +$47.9K 0.43% 32
2023
Q3 		$1.18M Buy
6,180
+20
+0.3% +$4.38K 0.34% 37
2023
Q2 		$1.3M Buy
6,160
+3,800
+161% +$789K 0.38% 33
2023
Q1 		$501K Sell
2,360
-200
-8% -$41.6K 0.16% 70
2022
Q4 		$488K Buy
+2,560
New +$419K 0.17% 66

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return