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Everhart Financial Group’s Boeing BA Stock Holding History

Everhart Financial Group’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 		$1.35M Buy
6,255
+1,005
+19% +$224K 0.09% 123
2026
Q1 		$1.04M Sell
5,250
-155
-3% -$35.3K 0.09% 161
2025
Q4 		$1.17M Sell
5,405
-272
-5% -$55.9K 0.11% 129
2025
Q3 		$1.23M Buy
5,677
+1,160
+26% +$262K 0.12% 110
2025
Q2 		$946K Buy
4,517
+556
+14% +$105K 0.11% 125
2025
Q1 		$676K Buy
3,961
+957
+32% +$166K 0.09% 154
2024
Q4 		$532K Buy
3,004
+823
+38% +$129K 0.11% 176
2024
Q3 		$332K Sell
2,181
-296
-12% -$50.8K 0.07% 243
2024
Q2 		$451K Buy
2,477
+253
+11% +$45.1K 0.12% 173
2024
Q1 		$429K Buy
2,224
+130
+6% +$26.7K 0.13% 168
2023
Q4 		$546K Sell
2,094
-1,822
-47% -$390K 0.19% 105
2023
Q3 		$751K Sell
3,916
-842
-18% -$184K 0.32% 66
2023
Q2 		$941K Buy
4,758
+2,921
+159% +$607K 0.39% 54
2023
Q1 		$390K Buy
1,837
+247
+16% +$51.3K 0.18% 108
2022
Q4 		$303K Sell
1,590
-1,011
-39% -$165K 0.15% 118
2022
Q3 		$315K Buy
2,601
+259
+11% +$39.7K 0.17% 118
2022
Q2 		$320K Buy
2,342
+1,223
+109% +$180K 0.19% 114
2022
Q1 		$214K Buy
+1,119
New +$225K 0.12% 122
2021
Q3 		– Sell
-850
Closed -$204K – 103
2021
Q2 		$204K Sell
850
-308
-27% -$74.5K 0.14% 92
2021
Q1 		$294K Buy
1,158
+63
+6% +$14K 0.26% 60
2020
Q4 		$234K Buy
+1,095
New +$210K 0.22% 66

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

Everhart Financial Group's BA Position: Q2 2026 in Review

Everhart Financial Group increased its Boeing (BA) stake by 19% in Q2 2026, buying an estimated $224K and bringing the position to 6,255 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #123.

Everhart Financial Group first reported a position in BA in Q4 2020 and has held it in 21 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Everhart Financial Group held 6,255 shares of Boeing worth $1.35M as of Q2 2026.
  • Everhart Financial Group bought 1,005 Boeing shares in Q2 2026, an estimated $224K.
  • Boeing made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #123 holding.
  • Everhart Financial Group first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.