Lakeside Advisors, INC. BA — BOEING CO

Ownership history in Lakeside Advisors, INC.  ·  18 quarters on record

AI Ownership Summary

Lakeside Advisors, INC. reported BOEING CO (BA) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.7% in 2023 Q4. The latest visible filing shows BA at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lakeside Advisors, INC.'s position in BOEING CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BA was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BA stock page Lakeside Advisors, INC. fund profile Lakeside Advisors, INC. full holdings
How Lakeside Advisors, INC. held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,520 +30 +0.9% 0.47% $701K 2026-05-01 $227.38
2025 Q4 ADDED — — — 3,490 +150 +4.5% 0.48% $758K 2026-01-27 $244.56
2025 Q3 UNCHANGED — — — 3,340 — 0% 0.46% $721K 2025-10-27 $223.00
2025 Q2 UNCHANGED — — — 3,340 — 0% 0.45% $700K 2025-07-23 $233.88
2025 Q1 REDUCED — — — 3,340 -40 -1.2% 0.38% $570K 2025-04-30 $183.24
2024 Q4 REDUCED — — — 3,380 -100 -2.9% 0.40% $598K 2025-02-03 $175.87
2024 Q3 REDUCED — — — 3,480 -150 -4.1% 0.33% $529K 2024-10-29 $152.98
2024 Q2 REDUCED 5.2% -16.5% ✅ 3,630 -200 -5.2% 0.43% $661K 2024-07-30 $186.86
2024 Q1 REDUCED — — — 3,830 -50 -1.3% 0.47% $739K 2024-04-29 $173.49
2023 Q4 UNCHANGED — — — 3,880 — 0% 0.70% $1.0M 2024-01-30 $200.44
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BA

As of 2026 Q1 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.99% Dilation Capital Management LP 10.88% Welch Financial Planning, LLC 8.52% CMG Global Holdings, LLC 3Y 5.32% Prospect Financial Services LLC 5.17% Westend Capital Management, LLC 3Y 7Y 4.84% McGinn Penninger Investment Management, Inc. 3Y 3.71% McAlister, Sweet & Associates, Inc. 3Y 3.59% Old North State Wealth Management, LLC 3.13% Sather Financial Group Inc 3Y 7Y 3.1%

FAQ About Lakeside Advisors, INC. and BA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lakeside Advisors, INC. reported owning BA?

Lakeside Advisors, INC. reported BA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BA position in Lakeside Advisors, INC.'s portfolio?

The largest reported portfolio weight for BA was 0.70% in 2023 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q1, when Lakeside Advisors, INC. reported 3,520 shares, equal to 0.47% of portfolio, with an estimated market value of $701K.

What does the chart on this BA ownership page compare?

The chart compares Lakeside Advisors, INC.'s quarterly BA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lakeside Advisors, INC. time their BA position?

Based on 13F filing dates vs. subsequent BA price moves, Lakeside Advisors, INC. correctly timed 2 out of 10 reported position changes (20%).

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