EVERGREEN CAPITAL MANAGEMENT LLC

Position in BA — Boeing Co

CIK 1260824 Bellevue, WA

Position in BA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,750,375

-$999,024 QoQ

Shares Held

8,086

-41.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#270

of 1,015 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 49% Shared 48% None 3%

Industrials · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $46,172,228 across 31 Aerospace & Defense names. BA ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	42,003	$14,879,142
2	GE	General Electric Co	16,237	$6,068,253
3	RTX	RTX Corp	21,309	$4,042,956
4	CW	Curtiss Wright Corp	2,365	$1,792,101
5	BA	Boeing Co This page	8,086	$1,750,375
6	LMT	Lockheed Martin Corp	3,160	$1,609,892
7	HWM	Howmet Aerospace Inc.	5,209	$1,400,491
8	TDG	TransDigm Group INC	1,032	$1,374,665

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,750,375	8,086	-41.5%	Shares	Sole	2026-07-23
2026-03-31	$2,749,399	13,814	+83.7%	Shares	Other	2026-05-14
2025-12-31	$1,632,524	7,519	-18.6%	Shares	Other	2026-01-27
2025-09-30	$1,992,973	9,234	+10.9%	Shares	Other	2025-10-28
2025-06-30	$1,744,965	8,328	+25.1%	Shares	Other	2025-08-14
2025-03-31	$1,135,009	6,655	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,178,289	6,657	+10.2%	Shares	Other	2025-02-13
2024-09-30	$918,625	6,042	-3.5%	Shares	Sole	2024-11-14
2024-06-30	$1,139,381	6,260	+3.1%	Shares	Other	2024-08-14
2024-03-31	$1,171,255	6,069	+3.9%	Shares	Sole	2024-05-15
2023-12-31	$1,523,036	5,843	-3.9%	Shares	Other	2024-02-14
2023-09-30	$1,165,413	6,080	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$1,293,143	6,124	+0.6%	Shares	Other	2023-08-14
2023-03-31	$1,293,273	6,088	+8.0%	Shares	Other	2023-05-15
2022-12-31	$1,074,172	5,639	+3.5%	Shares	Other	2023-02-14
2022-09-30	$659,885	5,450	+29.9%	Shares	Sole	2022-11-14
2022-06-30	$573,403	4,194	-12.3%	Shares	Sole	2022-08-15
2022-03-31	$915,944	4,783	+6.4%	Shares	Sole	2022-05-16
2021-12-31	$905,336	4,497	-22.4%	Shares	Sole	2022-03-11
2021-09-30	$1,274,112	5,793	+10.8%	Shares	Sole	2021-11-15
2021-06-30	$1,252,898	5,230	-5.5%	Shares	Sole	2021-08-16
2021-03-31	$1,409,365	5,533	-11.4%	Shares	Sole	2021-05-17
2020-12-31	$1,337,446	6,248	+12.1%	Shares	Sole	2021-02-16
2020-09-30	$920,993	5,573	-1.8%	Shares	Sole	2020-11-16
2020-06-30	$1,040,777	5,678	+8.7%	Shares	Sole	2020-08-14
2020-03-31	$778,958	5,223	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.