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Evergreen Wealth Solutions’s Boeing BA Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$945K Buy
4,104
+725
+21% +$161K 0.05% 214
2026
Q1 		$673K Buy
+3,379
New +$769K 0.05% 208
2025
Q4 		– Sell
-1,135
Closed -$245K – 220
2025
Q3 		$245K Buy
1,135
+7
+0.6% +$1.58K 0.14% 104
2025
Q2 		$236K Buy
+1,128
New +$213K 0.14% 104
2024
Q1 		– Sell
-791
Closed -$206K – 121
2023
Q4 		$206K Sell
791
-321
-29% -$68.7K 0.18% 107
2023
Q3 		$213K Buy
+1,112
New +$243K 0.22% 96

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evergreen Wealth Solutions's BA Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Boeing (BA) stake by 21% in Q2 2026, buying an estimated $161K and bringing the position to 4,104 shares worth $945K. The position accounts for 0.05% of the portfolio, ranked #214.

Evergreen Wealth Solutions first reported a position in BA in Q3 2023 and has held it in 6 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Evergreen Wealth Solutions held 4,104 shares of Boeing worth $945K as of Q2 2026.
  • Evergreen Wealth Solutions bought 725 Boeing shares in Q2 2026, an estimated $161K.
  • Boeing made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #214 holding.
  • Evergreen Wealth Solutions first reported a position in Boeing in Q3 2023 and has held it in 6 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.