Dynasty Wealth Management’s Boeing BA Stock Holding History

Dynasty 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	–	Sell	-1,118	Closed	-$223K	–	371
2026 Q1	$223K	Buy	+1,118	New	+$255K	﹤0.01%	317
2018 Q4	–	Sell	-1,493	Closed	-$555K	–	13
2018 Q3	$555K	Buy	1,493 +895	+150%	+$314K	0.71%	33
2018 Q2	$201K	Buy	+598	New	+$206K	0.42%	66

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Dynasty Wealth Management sold out of Boeing (BA) in Q2 2026, closing a stake of 1,118 shares — an estimated $223K sold.

Dynasty Wealth Management first reported a position in BA in Q2 2018 and held it in 3 quarters. The position peaked at $555K in Q3 2018. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Dynasty Wealth Management reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Dynasty Wealth Management sold 1,118 Boeing shares in Q2 2026, an estimated $223K.
Dynasty Wealth Management first reported a position in Boeing in Q2 2018 and held it in 3 quarters.
Dynasty Wealth Management's Boeing position peaked at $555K in Q3 2018.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.