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 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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Newport Trust Company

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

Capital World Investors

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

Geode Capital Management

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

Loomis, Sayles & Company

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

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