Evelyn Partners Asset Management’s Boeing BA Stock Holding History

Evelyn Partners 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
2025 Q2	–	Sell	-9	Closed	-$1.53K	–	238
2025 Q1	$1.53K	Hold	9	–	–	﹤0.01%	242
2024 Q4	$1.59K	Buy	+9	New	+$1.41K	﹤0.01%	241

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Evelyn Partners Asset Management's BA Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of Boeing (BA) in Q2 2025, closing a stake of 9 shares — an estimated $1.53K sold.

Evelyn Partners Asset Management first reported a position in BA in Q4 2024 and held it in 2 quarters. The position peaked at $1.59K in Q4 2024. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Evelyn Partners Asset Management reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
Evelyn Partners Asset Management sold 9 Boeing shares in Q2 2025, an estimated $1.53K.
Evelyn Partners Asset Management first reported a position in Boeing in Q4 2024 and held it in 2 quarters.
Evelyn Partners Asset Management's Boeing position peaked at $1.59K in Q4 2024.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.