BA BOEING CO

Ownership history in L.M. KOHN & COMPANY  ·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported BOEING CO (BA) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 0.33% in 2023 Q4. The latest visible filing shows BA at 0.14% 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 L.M. KOHN & COMPANY'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
2025 Q2

BA was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% 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 Q3 to 2025 Q2

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.

How L.M. KOHN & COMPANY held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 2,415 -221 -8.4% 0.14% $506K 2025-08-04 $222.34
2025 Q1 ADDED 2,636 +21 +0.8% 0.12% $450K 2025-04-21 $159.34
2024 Q4 REDUCED 2,615 -1,222 -31.8% 0.12% $463K 2025-01-30 $179.53
2024 Q3 REDUCED 3,837 -70 -1.8% 0.15% $583K 2024-11-14 $138.14
2024 Q2 REDUCED 3,907 -10 -0.3% 0.19% $711K 2024-07-31 $190.60
2024 Q1 REDUCED 3,917 -60 -1.5% 0.21% $756K 2024-04-25 $166.81
2023 Q4 REDUCED 3,977 -93 -2.3% 0.33% $1.0M 2024-02-09 $209.20
2023 Q3 REDUCED 4,070 -154 -3.6% 0.28% $780K 2023-11-06 $192.95
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and BA

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

How long has L.M. KOHN & COMPANY reported owning BA?

L.M. KOHN & COMPANY reported BA across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported BA position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for BA was 0.33% in 2023 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 2,415 shares, equal to 0.14% of portfolio, with an estimated market value of $506K.

What does the chart on this BA ownership page compare?

The chart compares L.M. KOHN & COMPANY'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.

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