Evanson Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $476K | Hold |
2,389
| – | – | 0.03% | 204 |
|
|
2025
Q4 | $519K | Sell |
2,389
-30
| -1% | -$6.17K | 0.03% | 196 |
|
|
2025
Q3 | $522K | Sell |
2,419
-870
| -26% | -$196K | 0.03% | 195 |
|
|
2025
Q2 | $689K | Sell |
3,289
-290
| -8% | -$54.8K | 0.04% | 169 |
|
|
2025
Q1 | $610K | Sell |
3,579
-310
| -8% | -$53.7K | 0.04% | 160 |
|
|
2024
Q4 | $672K | Hold |
3,889
| – | – | 0.05% | 155 |
|
|
2024
Q3 | $648K | Sell |
3,889
-589
| -13% | -$101K | 0.05% | 151 |
|
|
2024
Q2 | $906K | Buy |
4,478
+100
| +2% | +$17.8K | 0.07% | 125 |
|
|
2024
Q1 | $864K | Buy |
4,378
+100
| +2% | +$20.5K | 0.06% | 126 |
|
|
2023
Q4 | $1.12M | Hold |
4,278
| – | – | 0.09% | 99 |
|
|
2023
Q3 | $820K | Sell |
4,278
-410
| -9% | -$89.7K | 0.08% | 117 |
|
|
2023
Q2 | $973K | Buy |
4,688
+310
| +7% | +$64.4K | 0.09% | 102 |
|
|
2023
Q1 | $928K | Buy |
4,378
+100
| +2% | +$20.8K | 0.09% | 97 |
|
|
2022
Q4 | $815K | Sell |
4,278
-209
| -5% | -$34.2K | 0.09% | 103 |
|
|
2022
Q3 | $729K | Hold |
4,487
| – | – | 0.09% | 109 |
|
|
2022
Q2 | $785K | Sell |
4,487
-2
| -0% | -$295 | 0.09% | 107 |
|
|
2022
Q1 | $908K | Buy |
4,489
+100
| +2% | +$20.1K | 0.09% | 104 |
|
|
2021
Q4 | $884K | Sell |
4,389
-78
| -2% | -$16.5K | 0.08% | 108 |
|
|
2021
Q3 | $1.05M | Sell |
4,467
-98
| -2% | -$21.9K | 0.11% | 92 |
|
|
2021
Q2 | $1.09M | Buy |
4,565
+25
| +0.6% | +$6.04K | 0.11% | 88 |
|
|
2021
Q1 | $1.16M | Buy |
4,540
+796
| +21% | +$177K | 0.17% | 80 |
|
|
2020
Q4 | $801K | Buy |
3,744
+30
| +0.8% | +$5.77K | 0.13% | 99 |
|
|
2020
Q3 | $614K | Sell |
3,714
-621
| -14% | -$106K | 0.11% | 109 |
|
|
2020
Q2 | $795K | Sell |
4,335
-1,157
| -21% | -$178K | 0.16% | 82 |
|
|
2020
Q1 | $819K | Buy |
5,492
+2,389
| +77% | +$654K | 0.2% | 72 |
|
|
2019
Q4 | $1.01M | Buy |
3,103
+81
| +3% | +$28.7K | 0.2% | 71 |
|
|
2019
Q3 | $1.15M | Sell |
3,022
-11
| -0.4% | -$3.93K | 0.24% | 61 |
|
|
2019
Q2 | $1.1M | Buy |
3,033
+323
| +12% | +$118K | 0.22% | 63 |
|
|
2019
Q1 | $1.03M | Buy |
2,710
+201
| +8% | +$77.4K | 0.21% | 69 |
|
|
2018
Q4 | $809K | Sell |
2,509
-285
| -10% | -$98.5K | 0.18% | 75 |
|
|
2018
Q3 | $1.04M | Sell |
2,794
-55
| -2% | -$19.3K | 0.21% | 69 |
|
|
2018
Q2 | $956K | Buy |
2,849
+17
| +0.6% | +$5.85K | 0.19% | 75 |
|
|
2018
Q1 | $929K | Buy |
2,832
+89
| +3% | +$30.1K | 0.19% | 74 |
|
|
2017
Q4 | $809K | Buy |
2,743
+260
| +10% | +$70.4K | 0.16% | 91 |
|
|
2017
Q3 | $631K | Sell |
2,483
-13
| -0.5% | -$3.03K | 0.13% | 99 |
|
|
2017
Q2 | $494K | Buy |
2,496
+79
| +3% | +$14.7K | 0.11% | 118 |
|
|
2017
Q1 | $427K | Buy |
2,417
+438
| +22% | +$74.6K | 0.11% | 131 |
|
|
2016
Q4 | $308K | Buy |
1,979
+300
| +18% | +$43.8K | 0.09% | 152 |
|
|
2016
Q3 | $221K | Sell |
1,679
-40
| -2% | -$5.27K | 0.06% | 183 |
|
|
2016
Q2 | $223K | Buy |
1,719
+41
| +2% | +$5.34K | 0.07% | 179 |
|
|
2016
Q1 | $213K | Sell |
1,678
-168
| -9% | -$20.8K | 0.07% | 179 |
|
|
2015
Q4 | $267K | Buy |
1,846
+168
| +10% | +$24.2K | 0.1% | 151 |
|
|
2015
Q3 | $220K | Sell |
1,678
-183
| -10% | -$25.4K | 0.08% | 173 |
|
|
2015
Q2 | $258K | Buy |
1,861
+495
| +36% | +$72.2K | 0.09% | 163 |
|
|
2015
Q1 | $205K | Buy |
+1,366
| New | +$199K | 0.07% | 181 |
|
Other funds holding BA
VCM
VPM
Evanson Asset Management's BA Position: Q1 2026 in Review
Evanson Asset Management held its Boeing (BA) position steady in Q1 2026 at 2,389 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #204.
Evanson Asset Management first reported a position in BA in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.16M in Q1 2021. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Evanson Asset Management held 2,389 shares of Boeing worth $476K as of Q1 2026.
- Evanson Asset Management left its Boeing share count unchanged in Q1 2026.
- Boeing made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #204 holding.
- Evanson Asset Management first reported a position in Boeing in Q1 2015 and has held it in 45 quarters since.
- Evanson Asset Management's Boeing position peaked at $1.16M in Q1 2021.
- 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.