LJI Wealth Management
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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
Q3 		$1.99M Sell
10,688
-807
-7% -$173K 0.28% 37
2026
Q2 		$2.49M Buy
11,495
+473
+4% +$105K 0.35% 28
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

LJI Wealth Management's BA Position: Q3 2026 in Review

LJI Wealth Management reduced its Boeing (BA) stake by 7% in Q3 2026, selling an estimated $173K and leaving 10,688 shares worth $1.99M. The position accounts for 0.28% of the portfolio, ranked #37.

LJI Wealth Management first reported a position in BA in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.49M in Q2 2026. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • LJI Wealth Management held 10,688 shares of Boeing worth $1.99M as of Q3 2026.
  • LJI Wealth Management sold 807 Boeing shares in Q3 2026, an estimated $173K.
  • Boeing made up 0.28% of LJI Wealth Management's portfolio in Q3 2026, its #37 holding.
  • LJI Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 16 quarters since.
  • LJI Wealth Management's Boeing position peaked at $2.49M in Q2 2026.
  • 1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.