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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

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

LRI Investments's BA Position: Q2 2026 in Review

LRI Investments increased its Boeing (BA) stake by 148% in Q2 2026, buying an estimated $220K and bringing the position to 1,656 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #226.

LRI Investments first reported a position in BA in Q1 2024 and has held it in 10 quarters since. 2,631 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • LRI Investments held 1,656 shares of Boeing worth $358K as of Q2 2026.
  • LRI Investments bought 987 Boeing shares in Q2 2026, an estimated $220K.
  • Boeing made up 0.03% of LRI Investments's portfolio in Q2 2026, its #226 holding.
  • LRI Investments first reported a position in Boeing in Q1 2024 and has held it in 10 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.