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LMG Wealth Partners’s Boeing BA Stock Holding History

LMG Wealth Partners’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 		$307K Buy
1,420
+118
+9% +$26.3K 0.05% 140
2026
Q1 		$259K Buy
1,302
+200
+18% +$45.5K 0.05% 140
2025
Q4 		$239K Buy
1,102
+5
+0.5% +$1.03K 0.04% 143
2025
Q3 		$237K Hold
1,097
– – 0.04% 143
2025
Q2 		$230K Buy
+1,097
New +$207K 0.05% 131
2025
Q1 		– Sell
-1,183
Closed -$209K – 129
2024
Q4 		$209K Sell
1,183
-850
-42% -$133K 0.05% 125
2024
Q3 		$309K Sell
2,033
-142
-7% -$24.3K 0.07% 102
2024
Q2 		$396K Sell
2,175
-46
-2% -$8.2K 0.1% 95
2024
Q1 		$429K Buy
2,221
+1,074
+94% +$221K 0.11% 96
2023
Q4 		$299K Hold
1,147
– – 0.08% 88
2023
Q3 		$220K Hold
1,147
– – 0.07% 97
2023
Q2 		$242K Hold
1,147
– – 0.07% 97
2023
Q1 		$244K Hold
1,147
– – 0.08% 98
2022
Q4 		$242K Buy
+1,147
New +$188K 0.08% 97

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

LMG Wealth Partners's BA Position: Q2 2026 in Review

LMG Wealth Partners increased its Boeing (BA) stake by 9.1% in Q2 2026, buying an estimated $26.3K and bringing the position to 1,420 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #140.

LMG Wealth Partners first reported a position in BA in Q4 2022 and has held it in 14 quarters since. The position peaked at $429K in Q1 2024. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • LMG Wealth Partners held 1,420 shares of Boeing worth $307K as of Q2 2026.
  • LMG Wealth Partners bought 118 Boeing shares in Q2 2026, an estimated $26.3K.
  • Boeing made up 0.05% of LMG Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • LMG Wealth Partners first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's Boeing position peaked at $429K in Q1 2024.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.