LRI Investments’s Boeing BA Stock Holding History

LRI Investments’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	$358K	Buy	1,656 +987	+148%	+$220K	0.03%	226
2026 Q1	$133K	Buy	669 +31	+5%	+$7.06K	0.01%	359
2025 Q4	$139K	Buy	638 +15	+2%	+$3.08K	0.01%	354
2025 Q3	$134K	Hold	623	–	–	0.01%	367
2025 Q2	$131K	Hold	623	–	–	0.01%	371
2025 Q1	$106K	Hold	623	–	–	0.01%	410
2024 Q4	$110K	Hold	623	–	–	0.01%	398
2024 Q3	$86.1K	Sell	623 -137	-18%	-$23.5K	0.01%	440
2024 Q2	$138K	Buy	760 +45	+6%	+$8.02K	0.02%	327
2024 Q1	$138K	Buy	+715	New	+$147K	0.03%	162

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return