Evercore Wealth 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
Q2 | $2.37M | Hold |
10,955
| – | – | 0.03% | 151 |
|
|
2026
Q1 | $2.18M | Sell |
10,955
-587
| -5% | -$134K | 0.03% | 150 |
|
|
2025
Q4 | $2.51M | Sell |
11,542
-200
| -2% | -$41.1K | 0.04% | 145 |
|
|
2025
Q3 | $2.53M | Buy |
11,742
+1,900
| +19% | +$428K | 0.04% | 144 |
|
|
2025
Q2 | $2.06M | Buy |
9,842
+134
| +1% | +$25.3K | 0.03% | 153 |
|
|
2025
Q1 | $1.66M | Buy |
9,708
+60
| +0.6% | +$10.4K | 0.03% | 171 |
|
|
2024
Q4 | $1.71M | Sell |
9,648
-1,395
| -13% | -$219K | 0.03% | 172 |
|
|
2024
Q3 | $1.68M | Sell |
11,043
-195
| -2% | -$33.4K | 0.03% | 173 |
|
|
2024
Q2 | $2.05M | Sell |
11,238
-3,552
| -24% | -$633K | 0.03% | 158 |
|
|
2024
Q1 | $2.85M | Buy |
14,790
+769
| +5% | +$158K | 0.04% | 133 |
|
|
2023
Q4 | $3.65M | Buy |
14,021
+1,970
| +16% | +$421K | 0.06% | 115 |
|
|
2023
Q3 | $2.31M | Sell |
12,051
-364
| -3% | -$79.6K | 0.04% | 137 |
|
|
2023
Q2 | $2.62M | Sell |
12,415
-657
| -5% | -$136K | 0.05% | 137 |
|
|
2023
Q1 | $2.78M | Sell |
13,072
-528
| -4% | -$110K | 0.06% | 128 |
|
|
2022
Q4 | $2.59M | Buy |
13,600
+1,592
| +13% | +$260K | 0.05% | 134 |
|
|
2022
Q3 | $1.45M | Hold |
12,008
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $1.64M | Sell |
12,008
-891
| -7% | -$131K | 0.03% | 159 |
|
|
2022
Q1 | $2.47M | Sell |
12,899
-75
| -0.6% | -$15.1K | 0.04% | 148 |
|
|
2021
Q4 | $2.61M | Buy |
12,974
+2,172
| +20% | +$459K | 0.04% | 146 |
|
|
2021
Q3 | $2.38M | Buy |
10,802
+602
| +6% | +$134K | 0.04% | 155 |
|
|
2021
Q2 | $2.44M | Buy |
10,200
+116
| +1% | +$28K | 0.04% | 156 |
|
|
2021
Q1 | $2.57M | Buy |
10,084
+476
| +5% | +$106K | 0.05% | 149 |
|
|
2020
Q4 | $2.06M | Buy |
9,608
+861
| +10% | +$166K | 0.04% | 155 |
|
|
2020
Q3 | $1.45M | Sell |
8,747
-127
| -1% | -$21.6K | 0.04% | 168 |
|
|
2020
Q2 | $1.63M | Buy |
8,874
+599
| +7% | +$92.1K | 0.04% | 160 |
|
|
2020
Q1 | $1.23M | Sell |
8,275
-1,541
| -16% | -$422K | 0.04% | 166 |
|
|
2019
Q4 | $3.2M | Buy |
9,816
+383
| +4% | +$136K | 0.09% | 118 |
|
|
2019
Q3 | $3.59M | Buy |
9,433
+704
| +8% | +$252K | 0.11% | 111 |
|
|
2019
Q2 | $3.18M | Buy |
8,729
+1,433
| +20% | +$523K | 0.1% | 117 |
|
|
2019
Q1 | $2.78M | Buy |
7,296
+2,403
| +49% | +$925K | 0.09% | 120 |
|
|
2018
Q4 | $1.58M | Sell |
4,893
-3
| -0.1% | -$1.04K | 0.06% | 149 |
|
|
2018
Q3 | $1.82M | Buy |
4,896
+1,346
| +38% | +$473K | 0.06% | 153 |
|
|
2018
Q2 | $1.19M | Sell |
3,550
-169
| -5% | -$58.1K | 0.04% | 182 |
|
|
2018
Q1 | $1.22M | Sell |
3,719
-185
| -5% | -$62.5K | 0.05% | 169 |
|
|
2017
Q4 | $1.15M | Buy |
3,904
+100
| +3% | +$27.1K | 0.04% | 176 |
|
|
2017
Q3 | $967K | Hold |
3,804
| – | – | 0.04% | 179 |
|
|
2017
Q2 | $753K | Buy |
3,804
+240
| +7% | +$44.7K | 0.03% | 207 |
|
|
2017
Q1 | $631K | Sell |
3,564
-36
| -1% | -$6.13K | 0.02% | 234 |
|
|
2016
Q4 | $560K | Sell |
3,600
-90
| -2% | -$13.1K | 0.02% | 245 |
|
|
2016
Q3 | $486K | Buy |
3,690
+78
| +2% | +$10.3K | 0.02% | 249 |
|
|
2016
Q2 | $469K | Sell |
3,612
-2,938
| -45% | -$383K | 0.02% | 247 |
|
|
2016
Q1 | $832K | Sell |
6,550
-448
| -6% | -$55.6K | 0.04% | 192 |
|
|
2015
Q4 | $1.01M | Buy |
6,998
+1,210
| +21% | +$174K | 0.05% | 181 |
|
|
2015
Q3 | $757K | Buy |
5,788
+251
| +5% | +$34.8K | 0.04% | 206 |
|
|
2015
Q2 | $769K | Sell |
5,537
-335
| -6% | -$48.9K | 0.03% | 229 |
|
|
2015
Q1 | $882K | Buy |
5,872
+2,043
| +53% | +$297K | 0.04% | 199 |
|
|
2014
Q4 | $496K | Sell |
3,829
-200
| -5% | -$25.4K | 0.02% | 237 |
|
|
2014
Q3 | $515K | Hold |
4,029
| – | – | 0.03% | 259 |
|
|
2014
Q2 | $515K | Sell |
4,029
-749
| -16% | -$97.8K | 0.03% | 262 |
|
|
2014
Q1 | $603K | Buy |
4,778
+1,349
| +39% | +$176K | 0.03% | 239 |
|
|
2013
Q4 | $467K | Sell |
3,429
-3,578
| -51% | -$465K | 0.03% | 269 |
|
|
2013
Q3 | $824K | Buy |
7,007
+1,213
| +21% | +$131K | 0.05% | 226 |
|
|
2013
Q2 | $594K | Buy |
+5,794
| New | +$550K | 0.03% | 260 |
|
Other funds holding BA
Evercore Wealth Management's BA Position: Q2 2026 in Review
Evercore Wealth Management held its Boeing (BA) position steady in Q2 2026 at 10,955 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #151.
Evercore Wealth Management first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.65M in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Evercore Wealth Management held 10,955 shares of Boeing worth $2.37M as of Q2 2026.
- Evercore Wealth Management left its Boeing share count unchanged in Q2 2026.
- Boeing made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #151 holding.
- Evercore Wealth Management first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Boeing position peaked at $3.65M in Q4 2023.
- 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.