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Lodestone Wealth Management’s Boeing BA Stock Holding History

Lodestone 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
2026
Q2 		$586K Buy
2,707
+4
+0.1% +$890 0.21% 102
2026
Q1 		$538K Hold
2,703
– – 0.21% 103
2025
Q4 		$587K Sell
2,703
-217
-7% -$44.6K 0.24% 93
2025
Q3 		$630K Sell
2,920
-3
-0.1% -$676 0.28% 84
2025
Q2 		$613K Sell
2,923
-51
-2% -$9.63K 0.3% 83
2025
Q1 		$507K Buy
2,974
+25
+0.8% +$4.33K 0.27% 91
2024
Q4 		$522K Buy
2,949
+2
+0.1% +$314 0.26% 89
2024
Q3 		$448K Sell
2,947
-482
-14% -$82.6K 0.22% 96
2024
Q2 		$624K Sell
3,429
-61
-2% -$10.9K 0.33% 72
2024
Q1 		$674K Buy
3,490
+19
+0.5% +$3.9K 0.35% 70
2023
Q4 		$905K Buy
3,471
+907
+35% +$194K 0.52% 61
2023
Q3 		$491K Sell
2,564
-5
-0.2% -$1.09K 0.34% 70
2023
Q2 		$542K Sell
2,569
-33
-1% -$6.86K 0.37% 70
2023
Q1 		$553K Sell
2,602
-51
-2% -$10.6K 0.43% 63
2022
Q4 		$505K Buy
+2,653
New +$434K 0.41% 66

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lodestone Wealth Management's BA Position: Q2 2026 in Review

Lodestone Wealth Management increased its Boeing (BA) stake by 0.15% in Q2 2026, buying an estimated $890 and bringing the position to 2,707 shares worth $586K. The position accounts for 0.21% of the portfolio, ranked #102.

Lodestone Wealth Management first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $905K in Q4 2023. 1,042 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Lodestone Wealth Management held 2,707 shares of Boeing worth $586K as of Q2 2026.
  • Lodestone Wealth Management bought 4 Boeing shares in Q2 2026, an estimated $890.
  • Boeing made up 0.21% of Lodestone Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Lodestone Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Boeing position peaked at $905K in Q4 2023.
  • 1,042 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.