Evanson Asset Management’s Boeing BA Stock Holding History

Evanson Asset Management’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
2023 Q1	–	Sell	-10,000	Closed	-$50.8K	–	270
2022 Q4	$50.8K	Buy	+10,000	New	+$1.64M	0.01%	264
2021 Q3	–	Sell	-5,000	Closed	-$2K	–	279
2021 Q2	$2K	Buy	+5,000	New	+$1.21M	﹤0.01%	272
2021 Q1	–	Sell	-5,000	Closed	-$15K	–	280
2020 Q4	$15K	Buy	+5,000	New	+$961K	﹤0.01%	265

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.