LA
BA icon

LM Advisors’s Boeing BA Stock Holding History

LM Advisors’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 		$431K Buy
1,994
+1,538
+337% +$342K 0.05% 163
2026
Q1 		$2.29K Sell
456
-42
-8% -$9.56K 0.04% 178
2025
Q4 		$2.29K Sell
498
-2,437
-83% -$501K 0.04% 173
2025
Q3 		$633K Hold
2,935
– – 0.09% 117
2025
Q2 		$615K Sell
2,935
-8
-0.3% -$1.51K 0.08% 112
2025
Q1 		$502K Sell
2,943
-179
-6% -$31K 0.09% 154
2024
Q4 		$553K Sell
3,122
-1
-0% -$157 0.1% 130
2024
Q3 		$475K Sell
3,123
-2,000
-39% -$343K 0.1% 122
2024
Q2 		$932K Buy
5,123
+1,954
+62% +$348K 0.16% 89
2024
Q1 		$612K Hold
3,169
– – 0.1% 124
2023
Q4 		$826K Buy
+3,169
New +$678K 0.17% 88

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

LM Advisors's BA Position: Q2 2026 in Review

LM Advisors increased its Boeing (BA) stake by 337% in Q2 2026, buying an estimated $342K and bringing the position to 1,994 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #163.

LM Advisors first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $932K in Q2 2024. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • LM Advisors held 1,994 shares of Boeing worth $431K as of Q2 2026.
  • LM Advisors bought 1,538 Boeing shares in Q2 2026, an estimated $342K.
  • Boeing made up 0.05% of LM Advisors's portfolio in Q2 2026, its #163 holding.
  • LM Advisors first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Boeing position peaked at $932K in Q2 2024.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.