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Evelyn Partners Investment Management’s Boeing BA Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$3.25M Buy
16,347
+7,657
+88% +$1.74M 0.09% 86
2025
Q4 		$1.89M Buy
8,690
+6,319
+267% +$1.3M 0.05% 111
2025
Q3 		$512K Sell
2,371
-40
-2% -$9.02K 0.01% 163
2025
Q2 		$505K Hold
2,411
– – 0.02% 163
2025
Q1 		$411K Sell
2,411
-45
-2% -$7.79K 0.01% 168
2024
Q4 		$435K Buy
+2,456
New +$385K 0.01% 165

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evelyn Partners Investment Management's BA Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Boeing (BA) stake by 88% in Q1 2026, buying an estimated $1.74M and bringing the position to 16,347 shares worth $3.25M. The position accounts for 0.09% of the portfolio, ranked #86.

Evelyn Partners Investment Management first reported a position in BA in Q4 2024 and has held it in 6 quarters since. 2,508 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Evelyn Partners Investment Management held 16,347 shares of Boeing worth $3.25M as of Q1 2026.
  • Evelyn Partners Investment Management bought 7,657 Boeing shares in Q1 2026, an estimated $1.74M.
  • Boeing made up 0.09% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #86 holding.
  • Evelyn Partners Investment Management first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.