LWM
BA icon

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
2023
Q3 		– Sell
-3,800
Closed -$802K – 164
2023
Q2 		$802K Buy
+3,800
New +$789K 0.23% 50

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. 2,631 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.
  • 2,631 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.