Evercore Wealth Management, LLC

Position in BA — Boeing Co

CIK 1482689 New York, NY

Position in BA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,371,428

+$191,056 QoQ

Shares Held

10,955

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#827

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 18% None 0%

Industrials · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $28,475,097 across 14 Aerospace & Defense names. BA ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	55,024	$10,439,703
2	GE	General Electric Co	10,784	$4,030,303
3	BA	Boeing Co This page	10,955	$2,371,428
4	LMT	Lockheed Martin Corp	4,521	$2,303,267
5	VOYG	Voyager Technologies, Inc./TX	63,672	$2,053,422
6	HONA	Honeywell Aerospace Inc.	8,295	$1,833,858
7	LHX	L3harris Technologies, Inc. /De/	4,357	$1,266,099
8	GD	General Dynamics Corp	3,200	$1,133,568

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,371,428	10,955	0.0%	Shares	Defined	2026-08-14
2026-03-31	$2,180,372	10,955	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$2,505,998	11,542	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$2,534,274	11,742	+19.3%	Shares	Sole	2025-11-14
2025-06-30	$2,062,193	9,842	+1.4%	Shares	Defined	2025-08-14
2025-03-31	$1,655,698	9,708	+0.6%	Shares	Defined	2025-05-15
2024-12-31	$1,707,696	9,648	-12.6%	Shares	Sole	2025-02-14
2024-09-30	$1,678,977	11,043	-1.7%	Shares	Defined	2024-11-14
2024-06-30	$2,045,428	11,238	-24.0%	Shares	Defined	2024-08-14
2024-03-31	$2,854,321	14,790	+5.5%	Shares	Sole	2024-05-15
2023-12-31	$3,654,713	14,021	+16.3%	Shares	Sole	2024-02-14
2023-09-30	$2,309,934	12,051	-2.9%	Shares	Defined	2023-11-14
2023-06-30	$2,621,550	12,415	-5.0%	Shares	Defined	2023-08-04
2023-03-31	$2,776,884	13,072	-3.9%	Shares	Defined	2023-05-15
2022-12-31	$2,590,663	13,600	+13.3%	Shares	Defined	2023-02-14
2022-09-30	$1,453,928	12,008	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,641,733	12,008	-6.9%	Shares	Defined	2022-08-15
2022-03-31	$2,470,158	12,899	-0.6%	Shares	Sole	2022-05-16
2021-12-31	$2,611,925	12,974	+20.1%	Shares	Defined	2022-02-14
2021-09-30	$2,375,791	10,802	+5.9%	Shares	Defined	2021-11-15
2021-06-30	$2,443,511	10,200	+1.2%	Shares	Defined	2021-08-16
2021-03-31	$2,568,596	10,084	+5.0%	Shares	Defined	2021-05-17
2020-12-31	$2,056,687	9,608	+9.8%	Shares	Defined	2021-02-16
2020-09-30	$1,445,528	8,747	-1.4%	Shares	Sole	2020-11-16
2020-06-30	$1,626,603	8,874	+7.2%	Shares	Defined	2020-08-13
2020-03-31	$1,234,133	8,275	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.