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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
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

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

LJI Wealth Management's BA Position: Q2 2026 in Review

LJI Wealth Management increased its Boeing (BA) stake by 4.3% in Q2 2026, buying an estimated $105K and bringing the position to 11,495 shares worth $2.49M. The position accounts for 0.35% of the portfolio, ranked #28.

LJI Wealth Management first reported a position in BA in Q4 2022 and has held it in 15 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • LJI Wealth Management held 11,495 shares of Boeing worth $2.49M as of Q2 2026.
  • LJI Wealth Management bought 473 Boeing shares in Q2 2026, an estimated $105K.
  • Boeing made up 0.35% of LJI Wealth Management's portfolio in Q2 2026, its #28 holding.
  • LJI Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.