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 Q3	$316K	Sell	1,701 -215	-11%	-$46.1K	0.03%	351
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LVW Advisors's BA Position: Q3 2026 in Review

LVW Advisors reduced its Boeing (BA) stake by 11% in Q3 2026, selling an estimated $46.1K and leaving 1,701 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #351.

LVW Advisors first reported a position in BA in Q4 2014 and has held it in 14 quarters since. The position peaked at $573K in Q1 2020. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

LVW Advisors held 1,701 shares of Boeing worth $316K as of Q3 2026.
LVW Advisors sold 215 Boeing shares in Q3 2026, an estimated $46.1K.
Boeing made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #351 holding.
LVW Advisors first reported a position in Boeing in Q4 2014 and has held it in 14 quarters since.
LVW Advisors's Boeing position peaked at $573K in Q1 2020.
1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.