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Evoke Wealth’s Boeing BA Stock Holding History

Evoke Wealth’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 		– Sell
-13,020
Closed -$2.59M – 62
2026
Q1 		$2.59M Buy
13,020
+2,088
+19% +$475K 0.05% 153
2025
Q4 		$2.37M Sell
10,932
-181
-2% -$37.2K 0.04% 161
2025
Q3 		$2.4M Buy
11,113
+1,300
+13% +$293K 0.05% 143
2025
Q2 		$2.06M Buy
9,813
+243
+3% +$45.9K 0.05% 147
2025
Q1 		$1.63M Buy
9,570
+249
+3% +$43.1K 0.04% 151
2024
Q4 		$1.65M Buy
9,321
+454
+5% +$71.2K 0.05% 146
2024
Q3 		$1.35M Buy
+8,867
New +$1.52M 0.04% 161
2024
Q2 		– Sell
-6,425
Closed -$1.24M – 132
2024
Q1 		$1.24M Buy
+6,425
New +$1.32M 0.04% 155
2023
Q4 		– Sell
-7,387
Closed -$1.42M – 117
2023
Q3 		$1.42M Buy
7,387
+665
+10% +$145K 0.05% 144
2023
Q2 		$1.42M Buy
6,722
+160
+2% +$33.2K 0.05% 136
2023
Q1 		$1.39M Sell
6,562
-376
-5% -$78.1K 0.05% 135
2022
Q4 		$1.32M Sell
6,938
-7
-0.1% -$1.15K 0.05% 140
2022
Q3 		$841K Buy
6,945
+8
+0.1% +$1.23K 0.03% 166
2022
Q2 		$948K Sell
6,937
-257
-4% -$37.9K 0.04% 162
2022
Q1 		$1.38M Sell
7,194
-2,342
-25% -$470K 0.05% 143
2021
Q4 		$1.92M Buy
9,536
+100
+1% +$21.1K 0.06% 129
2021
Q3 		$2.08M Sell
9,436
-47
-0.5% -$10.5K 0.08% 119
2021
Q2 		$2.27M Buy
9,483
+52
+0.6% +$12.6K 0.09% 114
2021
Q1 		$2.4M Buy
9,431
+300
+3% +$66.7K 0.11% 103
2020
Q4 		$1.96M Buy
9,131
+1,049
+13% +$202K 0.13% 52
2020
Q3 		$1.34M Sell
8,082
-2
-0% -$341 0.11% 60
2020
Q2 		$1.48M Sell
8,084
-569
-7% -$87.5K 0.14% 45
2020
Q1 		$1.29M Sell
8,653
-268
-3% -$73.4K 0.18% 44
2019
Q4 		$2.91M Buy
8,921
+123
+1% +$43.5K 0.37% 28
2019
Q3 		$3.35M Buy
+8,798
New +$3.14M 0.41% 32

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

Evoke Wealth's BA Position: Q2 2026 in Review

Evoke Wealth sold out of Boeing (BA) in Q2 2026, closing a stake of 13,020 shares — an estimated $2.59M sold.

Evoke Wealth first reported a position in BA in Q3 2019 and held it in 25 quarters. The position peaked at $3.35M in Q3 2019. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Evoke Wealth reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 13,020 Boeing shares in Q2 2026, an estimated $2.59M.
  • Evoke Wealth first reported a position in Boeing in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Boeing position peaked at $3.35M in Q3 2019.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.