LPL Financial’s Boeing BA Stock Holding History

LPL Financial’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 Q1	$5.51M	Buy	27,700 +25,000	+926%	+$5.69M	﹤0.01%	2533
2025 Q4	$586K	Sell	2,700 -1,000	-27%	-$206K	﹤0.01%	4577
2025 Q3	$799K	Sell	3,700 -2,100	-36%	-$473K	﹤0.01%	4223
2025 Q2	$1.22M	Buy	+5,800	New	+$1.1M	﹤0.01%	3576
2024 Q4	–	Sell	-9,600	Closed	-$1.46M	–	5292
2024 Q3	$1.46M	Buy	+9,600	New	+$1.65M	﹤0.01%	3027
2022 Q1	–	Sell	-1,000	Closed	-$201K	–	4191
2021 Q4	$201K	Hold	1,000	–	–	﹤0.01%	3979
2021 Q3	$220K	Hold	1,000	–	–	﹤0.01%	3897
2021 Q2	$240K	Hold	1,000	–	–	﹤0.01%	3769
2021 Q1	$255K	Hold	1,000	–	–	﹤0.01%	3591
2020 Q4	$214K	Buy	+1,000	New	+$192K	﹤0.01%	3469
2020 Q3	–	Sell	-2,800	Closed	-$513K	–	3555
2020 Q2	$513K	Buy	+2,800	New	+$430K	﹤0.01%	2362
2018 Q3	–	Sell	-2,900	Closed	-$973K	–	3234
2018 Q2	$973K	Sell	2,900 -2,100	-42%	-$722K	﹤0.01%	1644
2018 Q1	$1.64M	Buy	+5,000	New	+$1.69M	﹤0.01%	1245

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial's BA Position: Q1 2026 in Review

LPL Financial increased its Boeing (BA) stake by 7.6% in Q1 2026, buying an estimated $23.4M and bringing the position to 1,462,407 shares worth $291M. The position accounts for 0.08% of the portfolio, ranked #256.

LPL Financial first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $295M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

LPL Financial held 1,462,407 shares of Boeing worth $291M as of Q1 2026.
LPL Financial bought 102,718 Boeing shares in Q1 2026, an estimated $23.4M.
Boeing made up 0.08% of LPL Financial's portfolio in Q1 2026, its #256 holding.
LPL Financial first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Boeing position peaked at $295M in Q4 2025.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.