EWM
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Evolution Wealth Management’s Boeing BA Stock Holding History

Evolution Wealth 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
Q2 		$76.2K Buy
352
+46
+15% +$10.2K 0.04% 247
2026
Q1 		$60.9K Buy
306
+17
+6% +$3.87K 0.04% 233
2025
Q4 		$62.7K Buy
289
+13
+5% +$2.67K 0.05% 215
2025
Q3 		$59.6K Hold
276
– – 0.06% 187
2025
Q2 		$57.8K Buy
+276
New +$52.1K 0.07% 166

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

Evolution Wealth Management's BA Position: Q2 2026 in Review

Evolution Wealth Management increased its Boeing (BA) stake by 15% in Q2 2026, buying an estimated $10.2K and bringing the position to 352 shares worth $76.2K. The position accounts for 0.04% of the portfolio, ranked #247.

Evolution Wealth Management first reported a position in BA in Q2 2025 and has held it in 5 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Evolution Wealth Management held 352 shares of Boeing worth $76.2K as of Q2 2026.
  • Evolution Wealth Management bought 46 Boeing shares in Q2 2026, an estimated $10.2K.
  • Boeing made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Evolution Wealth Management first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.