Lodestone Wealth Management
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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
Q3 		$504K Hold
2,707
– – 0.17% 120
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 		$612K Sell
2,923
-51
-2% -$9.6K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lodestone Wealth Management's BA Position: Q3 2026 in Review

Lodestone Wealth Management held its Boeing (BA) position steady in Q3 2026 at 2,707 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #120.

Lodestone Wealth Management first reported a position in BA in Q4 2022 and has held it in 16 quarters since. The position peaked at $905K in Q4 2023. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Lodestone Wealth Management held 2,707 shares of Boeing worth $504K as of Q3 2026.
  • Lodestone Wealth Management left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.17% of Lodestone Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Lodestone Wealth Management first reported a position in Boeing in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Boeing position peaked at $905K in Q4 2023.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.