WDG
BA icon

Wealth Dimensions Group’s Boeing BA Stock Holding History

Wealth Dimensions Group’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 		$216K Buy
+1,000
New +$222K 0.04% 171
2026
Q1 		– Sell
-1,032
Closed -$224K – 173
2025
Q4 		$224K Sell
1,032
-2,275
-69% -$468K 0.04% 156
2025
Q3 		$714K Sell
3,307
-69
-2% -$15.6K 0.15% 81
2025
Q2 		$707K Sell
3,376
-436
-11% -$82.4K 0.16% 79
2025
Q1 		$650K Sell
3,812
-500
-12% -$86.5K 0.16% 80
2024
Q4 		$763K Buy
4,312
+780
+22% +$122K 0.19% 67
2024
Q3 		$537K Buy
3,532
+25
+0.7% +$4.29K 0.14% 79
2024
Q2 		$638K Sell
3,507
-830
-19% -$148K 0.18% 69
2024
Q1 		$837K Buy
4,337
+1,575
+57% +$324K 0.25% 50
2023
Q4 		$720K Sell
2,762
-37
-1% -$7.91K 0.23% 55
2023
Q3 		$536K Buy
2,799
+50
+2% +$10.9K 0.19% 71
2023
Q2 		$580K Sell
2,749
-24
-0.9% -$4.99K 0.21% 67
2023
Q1 		$589K Hold
2,773
– – 0.23% 61
2022
Q4 		$528K Buy
2,773
+161
+6% +$26.3K 0.22% 65
2022
Q3 		$316K Hold
2,612
– – 0.16% 88
2022
Q2 		$357K Buy
2,612
+599
+30% +$88.4K 0.17% 90
2022
Q1 		$385K Buy
2,013
+514
+34% +$103K 0.18% 93
2021
Q4 		$302K Buy
1,499
+2
+0.1% +$423 0.15% 100
2021
Q3 		$329K Sell
1,497
-90
-6% -$20.1K 0.21% 96
2021
Q2 		$380K Sell
1,587
-79
-5% -$19.1K 0.26% 82
2021
Q1 		$424K Buy
1,666
+170
+11% +$37.8K 0.33% 71
2020
Q4 		$320K Buy
+1,496
New +$288K 0.28% 75

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 $3.37T AUM 44.26% 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

Wealth Dimensions Group's BA Position: Q2 2026 in Review

Wealth Dimensions Group opened a new position in Boeing (BA) in Q2 2026: 1,000 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in BA as recently as Q4 2025.

Wealth Dimensions Group first reported a position in BA in Q4 2020 and has held it in 22 quarters since. The position peaked at $837K in Q1 2024. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wealth Dimensions Group held 1,000 shares of Boeing worth $216K as of Q2 2026.
  • Boeing was a new Wealth Dimensions Group position in Q2 2026.
  • Boeing made up 0.04% of Wealth Dimensions Group's portfolio in Q2 2026, its #171 holding.
  • Wealth Dimensions Group first reported a position in Boeing in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Boeing position peaked at $837K in Q1 2024.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.