LVW Advisors’s Boeing BA Stock Holding History

LVW Advisors’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	$415K	Buy	1,916 +327	+21%	+$72.8K	0.04%	272
2026 Q1	$316K	Buy	1,589 +495	+45%	+$113K	0.03%	316
2025 Q4	$238K	Buy	+1,094	New	+$225K	0.02%	313
2020 Q2	–	Sell	-3,845	Closed	-$573K	–	197
2020 Q1	$573K	Buy	+3,845	New	+$1.05M	0.15%	83
2017 Q1	–	Sell	-2,034	Closed	-$317K	–	122
2016 Q4	$317K	Hold	2,034	–	–	0.11%	104
2016 Q3	$268K	Hold	2,034	–	–	0.09%	115
2016 Q2	$264K	Sell	2,034 -507	-20%	-$66.1K	0.1%	112
2016 Q1	$323K	Sell	2,541 -446	-15%	-$55.3K	0.1%	103
2015 Q4	$432K	Buy	2,987 +37	+1%	+$5.33K	0.17%	81
2015 Q3	$386K	Buy	2,950 +195	+7%	+$27K	0.18%	90
2015 Q2	$382K	Buy	2,755 +491	+22%	+$71.6K	0.16%	88
2015 Q1	$340K	Buy	2,264 +175	+8%	+$25.5K	0.16%	101
2014 Q4	$272K	Buy	+2,089	New	+$265K	0.15%	123

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LVW Advisors's BA Position: Q2 2026 in Review

LVW Advisors increased its Boeing (BA) stake by 21% in Q2 2026, buying an estimated $72.8K and bringing the position to 1,916 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #272.

LVW Advisors first reported a position in BA in Q4 2014 and has held it in 13 quarters since. The position peaked at $573K in Q1 2020. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

LVW Advisors held 1,916 shares of Boeing worth $415K as of Q2 2026.
LVW Advisors bought 327 Boeing shares in Q2 2026, an estimated $72.8K.
Boeing made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #272 holding.
LVW Advisors first reported a position in Boeing in Q4 2014 and has held it in 13 quarters since.
LVW Advisors's Boeing position peaked at $573K in Q1 2020.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.