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Equitable Trust’s Boeing BA Stock Holding History

Equitable Trust’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 		$4.31M Sell
19,921
-1,287
-6% -$286K 0.18% 105
2026
Q1 		$4.22M Sell
21,208
-3,253
-13% -$741K 0.19% 97
2025
Q4 		$5.31M Buy
24,461
+93
+0.4% +$19.1K 0.24% 80
2025
Q3 		$5.26M Buy
24,368
+402
+2% +$90.6K 0.24% 80
2025
Q2 		$5.02M Sell
23,966
-2,486
-9% -$470K 0.25% 79
2025
Q1 		$4.51M Sell
26,452
-1,746
-6% -$302K 0.25% 77
2024
Q4 		$4.99M Buy
28,198
+3,065
+12% +$481K 0.28% 72
2024
Q3 		$3.82M Buy
25,133
+22,373
+811% +$3.84M 0.25% 90
2024
Q2 		$502K Sell
2,760
-612
-18% -$109K 0.03% 299
2024
Q1 		$651K Buy
+3,372
New +$693K 0.05% 254
2021
Q4 		– Sell
-1,784
Closed -$392K – 375
2021
Q3 		$392K Sell
1,784
-173
-9% -$38.6K 0.03% 262
2021
Q2 		$468K Sell
1,957
-145
-7% -$35.1K 0.03% 256
2021
Q1 		$535K Buy
2,102
+81
+4% +$18K 0.04% 238
2020
Q4 		$432K Sell
2,021
-1,310
-39% -$252K 0.03% 259
2020
Q3 		$550K Buy
3,331
+1,950
+141% +$332K 0.05% 226
2020
Q2 		$253K Buy
+1,381
New +$212K 0.02% 283
2020
Q1 		– Sell
-2,207
Closed -$719K – 306
2019
Q4 		$719K Sell
2,207
-230
-9% -$81.4K 0.07% 170
2019
Q3 		$927K Sell
2,437
-2,266
-48% -$810K 0.1% 154
2019
Q2 		$1.71M Sell
4,703
-311
-6% -$113K 0.18% 112
2019
Q1 		$1.91M Buy
5,014
+3,822
+321% +$1.47M 0.22% 103
2018
Q4 		$385K Sell
1,192
-20
-2% -$6.91K 0.05% 198
2018
Q3 		$451K Buy
1,212
+270
+29% +$94.9K 0.05% 211
2018
Q2 		$316K Buy
+942
New +$324K 0.04% 227

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

Equitable Trust's BA Position: Q2 2026 in Review

Equitable Trust reduced its Boeing (BA) stake by 6.1% in Q2 2026, selling an estimated $286K and leaving 19,921 shares worth $4.31M. The position accounts for 0.18% of the portfolio, ranked #105.

Equitable Trust first reported a position in BA in Q2 2018 and has held it in 23 quarters since. The position peaked at $5.31M in Q4 2025. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Equitable Trust held 19,921 shares of Boeing worth $4.31M as of Q2 2026.
  • Equitable Trust sold 1,287 Boeing shares in Q2 2026, an estimated $286K.
  • Boeing made up 0.18% of Equitable Trust's portfolio in Q2 2026, its #105 holding.
  • Equitable Trust first reported a position in Boeing in Q2 2018 and has held it in 23 quarters since.
  • Equitable Trust's Boeing position peaked at $5.31M in Q4 2025.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.