Lipe & Dalton’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.87M | Sell |
27,116
-500
| -2% | -$111K | 2.73% | 9 |
|
|
2026
Q1 | $5.5M | Sell |
27,616
-635
| -2% | -$145K | 2.88% | 9 |
|
|
2025
Q4 | $6.13M | Sell |
28,251
-20
| -0.1% | -$4.11K | 3.03% | 7 |
|
|
2025
Q3 | $6.1M | Sell |
28,271
-140
| -0.5% | -$31.6K | 3.02% | 7 |
|
|
2025
Q2 | $5.95M | Sell |
28,411
-860
| -3% | -$162K | 3.22% | 6 |
|
|
2025
Q1 | $4.99M | Sell |
29,271
-380
| -1% | -$65.8K | 2.79% | 9 |
|
|
2024
Q4 | $5.25M | Sell |
29,651
-1,905
| -6% | -$299K | 2.78% | 10 |
|
|
2024
Q3 | $4.8M | Sell |
31,556
-225
| -0.7% | -$38.6K | 2.42% | 12 |
|
|
2024
Q2 | $5.78M | Sell |
31,781
-2,160
| -6% | -$385K | 3.11% | 5 |
|
|
2024
Q1 | $6.55M | Buy |
33,941
+2,210
| +7% | +$454K | 3.38% | 4 |
|
|
2023
Q4 | $8.27M | Sell |
31,731
-230
| -0.7% | -$49.2K | 4.49% | 3 |
|
|
2023
Q3 | $6.13M | Sell |
31,961
-200
| -0.6% | -$43.8K | 3.69% | 3 |
|
|
2023
Q2 | $6.79M | Sell |
32,161
-670
| -2% | -$139K | 3.87% | 3 |
|
|
2023
Q1 | $6.97M | Sell |
32,831
-1,308
| -4% | -$272K | 4% | 2 |
|
|
2022
Q4 | $6.5M | Sell |
34,139
-290
| -0.8% | -$47.4K | 3.74% | 4 |
|
|
2022
Q3 | $4.17M | Sell |
34,429
-2,600
| -7% | -$399K | 2.61% | 14 |
|
|
2022
Q2 | $5.06M | Buy |
37,029
+36,186
| +4,293% | +$5.34M | 2.96% | 10 |
|
|
2022
Q1 | $161K | Sell |
843
-104
| -11% | -$20.9K | 0.08% | 80 |
|
|
2021
Q4 | $191K | Hold |
947
| – | – | 0.09% | 79 |
|
|
2021
Q3 | $208K | Hold |
947
| – | – | 0.11% | 75 |
|
|
2021
Q2 | $227K | Hold |
947
| – | – | 0.12% | 75 |
|
|
2021
Q1 | $241K | Hold |
947
| – | – | 0.13% | 70 |
|
|
2020
Q4 | $203K | Hold |
947
| – | – | 0.12% | 70 |
|
|
2020
Q3 | $157K | Hold |
947
| – | – | 0.11% | 71 |
|
|
2020
Q2 | $174K | Buy |
+947
| New | +$146K | 0.13% | 73 |
|
|
2020
Q1 | – | Sell |
-493
| Closed | -$161K | – | 98 |
|
|
2019
Q4 | $161K | Sell |
493
-50
| -9% | -$17.7K | 0.11% | 76 |
|
|
2019
Q3 | $207K | Hold |
543
| – | – | 0.15% | 71 |
|
|
2019
Q2 | $198K | Hold |
543
| – | – | 0.14% | 67 |
|
|
2019
Q1 | $207K | Buy |
543
+150
| +38% | +$57.7K | 0.15% | 64 |
|
|
2018
Q4 | $127K | Hold |
393
| – | – | 0.1% | 67 |
|
|
2018
Q3 | $146K | Hold |
393
| – | – | 0.1% | 66 |
|
|
2018
Q2 | $132K | Hold |
393
| – | – | 0.1% | 65 |
|
|
2018
Q1 | $129K | Hold |
393
| – | – | 0.09% | 68 |
|
|
2017
Q4 | $116K | Hold |
393
| – | – | 0.08% | 69 |
|
|
2017
Q3 | $100K | Buy |
+393
| New | +$91.6K | 0.07% | 71 |
|
Other funds holding BA
Lipe & Dalton's BA Position: Q2 2026 in Review
Lipe & Dalton reduced its Boeing (BA) stake by 1.8% in Q2 2026, selling an estimated $111K and leaving 27,116 shares worth $5.87M. The position accounts for 2.73% of the portfolio, ranked #9.
Lipe & Dalton first reported a position in BA in Q3 2017 and has held it in 35 quarters since. The position peaked at $8.27M in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Lipe & Dalton held 27,116 shares of Boeing worth $5.87M as of Q2 2026.
- Lipe & Dalton sold 500 Boeing shares in Q2 2026, an estimated $111K.
- Boeing made up 2.73% of Lipe & Dalton's portfolio in Q2 2026, its #9 holding.
- Lipe & Dalton first reported a position in Boeing in Q3 2017 and has held it in 35 quarters since.
- Lipe & Dalton's Boeing position peaked at $8.27M in Q4 2023.
- 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.