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Graybill Wealth Management’s Boeing BA Stock Holding History

Graybill 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
Q1 		$5.36M Buy
+26,950
New +$6.14M 1.63% 30
2025
Q2 		– Sell
-624
Closed -$106K – 87
2025
Q1 		$106K Buy
+624
New +$108K 0.04% 89

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Graybill Wealth Management's BA Position: Q1 2026 in Review

Graybill Wealth Management opened a new position in Boeing (BA) in Q1 2026: 26,950 shares worth $5.36M. The stake represents 1.63% of the portfolio and ranks #30 among its holdings. This is a return to the name: Graybill Wealth Management previously reported a position in BA as recently as Q1 2025.

Graybill Wealth Management first reported a position in BA in Q1 2025 and has held it in 2 quarters since. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Graybill Wealth Management held 26,950 shares of Boeing worth $5.36M as of Q1 2026.
  • Boeing was a new Graybill Wealth Management position in Q1 2026.
  • Boeing made up 1.63% of Graybill Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Graybill Wealth Management first reported a position in Boeing in Q1 2025 and has held it in 2 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.