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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
Q3 		$3.46M Sell
18,623
-1,298
-7% -$278K 0.15% 118
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Equitable Trust's BA Position: Q3 2026 in Review

Equitable Trust reduced its Boeing (BA) stake by 6.5% in Q3 2026, selling an estimated $278K and leaving 18,623 shares worth $3.46M. The position accounts for 0.15% of the portfolio, ranked #118.

Equitable Trust first reported a position in BA in Q2 2018 and has held it in 24 quarters since. The position peaked at $5.31M in Q4 2025. 436 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Equitable Trust held 18,623 shares of Boeing worth $3.46M as of Q3 2026.
  • Equitable Trust sold 1,298 Boeing shares in Q3 2026, an estimated $278K.
  • Boeing made up 0.15% of Equitable Trust's portfolio in Q3 2026, its #118 holding.
  • Equitable Trust first reported a position in Boeing in Q2 2018 and has held it in 24 quarters since.
  • Equitable Trust's Boeing position peaked at $5.31M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.