BA BOEING CO. COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  63 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported BOEING CO. COMMON (BA) in 63 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.28% in 2023 Q4. The latest visible filing shows BA at 0.77% 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 LYNCH & ASSOCIATES/IN's position in BOEING CO. COMMON, 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 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% 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.

How LYNCH & ASSOCIATES/IN held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,500 +147 +0.7% 0.77% $4.1M 2026-04-08 $217.80
2025 Q4 ADDED 20,353 +373 +1.9% 0.84% $4.4M 2026-01-07 $228.12
2025 Q3 ADDED 19,980 +131 +0.7% 0.83% $4.3M 2025-10-07 $221.82
2025 Q2 ADDED 19,849 +667 +3.5% 0.84% $4.2M 2025-07-15 $230.00
2025 Q1 ADDED 19,182 +1,147 +6.4% 0.71% $3.3M 2025-04-17 $161.90
2024 Q4 REDUCED 18,035 -1,878 -9.4% 0.69% $3.2M 2025-01-10 $172.00
2024 Q3 ADDED 19,913 +274 +1.4% 0.64% $3.0M 2024-10-15 $152.35
2024 Q2 REDUCED 19,639 -724 -3.6% 0.81% $3.6M 2024-08-06 $165.04
2024 Q1 ADDED 20,363 +175 +0.9% 0.91% $3.9M 2024-04-09 $178.12
2023 Q4 REDUCED 20,188 -28 -0.1% 1.28% $5.3M 2024-01-08 $229.00
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and BA

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

How long has LYNCH & ASSOCIATES/IN reported owning BA?

LYNCH & ASSOCIATES/IN reported BA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BA position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for BA was 1.28% in 2023 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 20,500 shares, equal to 0.77% of portfolio, with an estimated market value of $4.1M.

What does the chart on this BA ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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