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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dynasty Wealth Management's BA Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Boeing (BA) in Q1 2026: 1,118 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in BA as recently as Q3 2018.

Dynasty Wealth Management first reported a position in BA in Q2 2018 and has held it in 3 quarters since. The position peaked at $555K in Q3 2018. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Dynasty Wealth Management held 1,118 shares of Boeing worth $223K as of Q1 2026.
  • Boeing was a new Dynasty Wealth Management position in Q1 2026.
  • Boeing made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #317 holding.
  • Dynasty Wealth Management first reported a position in Boeing in Q2 2018 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Boeing position peaked at $555K in Q3 2018.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.