Lloyd Advisory Services’s Boeing BA Stock Holding History

Lloyd Advisory Services’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	–	Sell	-63	Closed	-$12.5K	–	661
2026 Q1	$12.5K	Sell	63 -37	-37%	-$8.43K	﹤0.01%	453
2025 Q4	$21.7K	Buy	+100	New	+$20.6K	0.01%	327
2022 Q2	–	Sell	-155	Closed	-$30K	–	112
2022 Q1	$30K	Buy	155 +142	+1,092%	+$28.5K	0.01%	287
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	364
2021 Q3	$3K	Sell	13 -4	-24%	-$892	﹤0.01%	328
2021 Q2	$4K	Sell	17 -1	-6%	-$242	﹤0.01%	329
2021 Q1	$5K	Hold	18	–	–	﹤0.01%	284
2020 Q4	$4K	Hold	18	–	–	﹤0.01%	262
2020 Q3	$3K	Buy	18 +10	+125%	+$1.7K	﹤0.01%	256
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	277
2020 Q1	$1K	Buy	+8	New	+$2.19K	﹤0.01%	233

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lloyd Advisory Services's BA Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Boeing (BA) in Q2 2026, closing a stake of 63 shares — an estimated $12.5K sold.

Lloyd Advisory Services first reported a position in BA in Q1 2020 and held it in 11 quarters. The position peaked at $30K in Q1 2022. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Lloyd Advisory Services reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 63 Boeing shares in Q2 2026, an estimated $12.5K.
Lloyd Advisory Services first reported a position in Boeing in Q1 2020 and held it in 11 quarters.
Lloyd Advisory Services's Boeing position peaked at $30K in Q1 2022.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.