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Dogwood Wealth Management’s Boeing BA Stock Holding History

Dogwood Wealth 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 		$65.4K Buy
302
+29
+11% +$6.45K 0.03% 137
2026
Q1 		$54.3K Buy
273
+33
+14% +$7.51K 0.02% 141
2025
Q4 		$52.1K Sell
240
-2
-0.8% -$411 0.02% 127
2025
Q3 		$52.2K Buy
242
+2
+0.8% +$451 0.02% 123
2025
Q2 		$52.4K Buy
240
+56
+30% +$10.6K 0.03% 120
2025
Q1 		$31.4K Buy
184
+5
+3% +$865 0.02% 134
2024
Q4 		$31.7K Buy
179
+112
+167% +$17.6K 0.02% 135
2024
Q3 		$10.2K Hold
67
– – 0.01% 162
2024
Q2 		$12.2K Hold
67
– – 0.01% 162
2024
Q1 		$12.9K Hold
67
– – 0.01% 175
2023
Q4 		$17.5K Buy
+67
New +$14.3K 0.01% 151

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's BA Position: Q2 2026 in Review

Dogwood Wealth Management increased its Boeing (BA) stake by 11% in Q2 2026, buying an estimated $6.45K and bringing the position to 302 shares worth $65.4K. The position accounts for 0.03% of the portfolio, ranked #137.

Dogwood Wealth Management first reported a position in BA in Q4 2023 and has held it in 11 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Dogwood Wealth Management held 302 shares of Boeing worth $65.4K as of Q2 2026.
  • Dogwood Wealth Management bought 29 Boeing shares in Q2 2026, an estimated $6.45K.
  • Boeing made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Dogwood Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.