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Daymark Wealth Partners’s Boeing BA Stock Holding History

Daymark Wealth Partners’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
Q2 		$1.84M Buy
8,478
+795
+10% +$177K 0.04% 258
2026
Q1 		$1.53M Buy
7,683
+968
+14% +$220K 0.05% 243
2025
Q4 		$1.46M Buy
6,715
+597
+10% +$123K 0.05% 231
2025
Q3 		$1.32M Buy
6,118
+1,711
+39% +$386K 0.04% 248
2025
Q2 		$923K Sell
4,407
-1,789
-29% -$338K 0.04% 274
2025
Q1 		$1.06M Sell
6,196
-105,308
-94% -$18.2M 0.05% 232
2024
Q4 		$1.26M Sell
111,504
-920
-0.8% -$144K 0.05% 203
2024
Q3 		$1.23M Sell
112,424
-2,101
-2% -$360K 0.05% 221
2024
Q2 		$1.84M Buy
114,525
+205
+0.2% +$36.5K 0.08% 165
2024
Q1 		$1.9M Buy
114,320
+3,320
+3% +$682K 0.1% 132
2023
Q4 		$1.67M Buy
111,000
+272
+0.2% +$58.2K 0.1% 139
2023
Q3 		$1.2M Buy
110,728
+106,430
+2,476% +$23.3M 0.08% 155
2023
Q2 		$908K Buy
4,298
+1,837
+75% +$382K 0.07% 178
2023
Q1 		$523K Buy
2,461
+798
+48% +$166K 0.07% 183
2022
Q4 		$317K Buy
+1,663
New +$272K 0.06% 180

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Daymark Wealth Partners's BA Position: Q2 2026 in Review

Daymark Wealth Partners increased its Boeing (BA) stake by 10% in Q2 2026, buying an estimated $177K and bringing the position to 8,478 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #258.

Daymark Wealth Partners first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q1 2024. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Daymark Wealth Partners held 8,478 shares of Boeing worth $1.84M as of Q2 2026.
  • Daymark Wealth Partners bought 795 Boeing shares in Q2 2026, an estimated $177K.
  • Boeing made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #258 holding.
  • Daymark Wealth Partners first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Boeing position peaked at $1.9M in Q1 2024.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.