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Evolve Private Wealth’s Boeing BA Stock Holding History

Evolve Private 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 		$1.43M Buy
6,597
+903
+16% +$201K 0.09% 207
2026
Q1 		$1.13M Buy
5,694
+2,020
+55% +$460K 0.06% 300
2025
Q4 		$798K Buy
+3,674
New +$756K 0.05% 364

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

Evolve Private Wealth's BA Position: Q2 2026 in Review

Evolve Private Wealth increased its Boeing (BA) stake by 16% in Q2 2026, buying an estimated $201K and bringing the position to 6,597 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #207.

Evolve Private Wealth first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Evolve Private Wealth held 6,597 shares of Boeing worth $1.43M as of Q2 2026.
  • Evolve Private Wealth bought 903 Boeing shares in Q2 2026, an estimated $201K.
  • Boeing made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #207 holding.
  • Evolve Private Wealth first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.