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
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 $5.72T 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

LJI Wealth Management's BA Position: Q1 2026 in Review

LJI Wealth Management reduced its Boeing (BA) stake by 0.48% in Q1 2026, selling an estimated $12.1K and leaving 11,022 shares worth $2.19M. The position accounts for 0.35% of the portfolio, ranked #31.

LJI Wealth Management first reported a position in BA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.4M in Q4 2025. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • LJI Wealth Management held 11,022 shares of Boeing worth $2.19M as of Q1 2026.
  • LJI Wealth Management sold 53 Boeing shares in Q1 2026, an estimated $12.1K.
  • Boeing made up 0.35% of LJI Wealth Management's portfolio in Q1 2026, its #31 holding.
  • LJI Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Boeing position peaked at $2.4M in Q4 2025.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.