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Dilation Capital Management’s Boeing BA Stock Holding History

Dilation Capital Management’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 		$27.1M Buy
125,077
+16,200
+15% +$3.6M 10.93% 1
2026
Q1 		$21.7M Sell
108,877
-13,400
-11% -$3.05M 10.88% 1
2025
Q4 		$26.5M Buy
122,277
+9,275
+8% +$1.91M 12.21% 1
2025
Q3 		$24.4M Buy
113,002
+26,403
+30% +$5.95M 12.09% 1
2025
Q2 		$18.1M Buy
86,599
+18,011
+26% +$3.4M 9.67% 1
2025
Q1 		$11.7M Buy
68,588
+6,223
+10% +$1.08M 14.21% 1
2024
Q4 		$11M Buy
+62,365
New +$9.79M 10.18% 2

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

Dilation Capital Management's BA Position: Q2 2026 in Review

Dilation Capital Management increased its Boeing (BA) stake by 15% in Q2 2026, buying an estimated $3.6M and bringing the position to 125,077 shares worth $27.1M. The position accounts for 10.93% of the portfolio, ranked #1.

Dilation Capital Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Dilation Capital Management held 125,077 shares of Boeing worth $27.1M as of Q2 2026.
  • Dilation Capital Management bought 16,200 Boeing shares in Q2 2026, an estimated $3.6M.
  • Boeing made up 10.93% of Dilation Capital Management's portfolio in Q2 2026, its #1 holding.
  • Dilation Capital Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Dilation Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.