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 Q3	$12M	Sell	64,616 -60,461	-48%	-$13M	6.01%	7
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	+$9.8M	10.18%	2

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Dilation Capital Management's BA Position: Q3 2026 in Review

Dilation Capital Management reduced its Boeing (BA) stake by 48% in Q3 2026, selling an estimated $13M and leaving 64,616 shares worth $12M. The position accounts for 6.01% of the portfolio, ranked #7.

Dilation Capital Management first reported a position in BA in Q4 2024 and has held it in 8 quarters since. The position peaked at $27.1M in Q2 2026. 686 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Dilation Capital Management held 64,616 shares of Boeing worth $12M as of Q3 2026.
Dilation Capital Management sold 60,461 Boeing shares in Q3 2026, an estimated $13M.
Boeing made up 6.01% of Dilation Capital Management's portfolio in Q3 2026, its #7 holding.
Dilation Capital Management first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
Dilation Capital Management's Boeing position peaked at $27.1M in Q2 2026.
686 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Dilation Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.