Greenline Wealth Management’s Boeing BA Stock Holding History

Greenline 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	–	Sell	-23	Closed	-$4.99K	–	144
2025 Q4	$4.99K	Buy	+23	New	+$4.73K	0.01%	393

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Greenline Wealth Management sold out of Boeing (BA) in Q1 2026, closing a stake of 23 shares — an estimated $4.99K sold.

Greenline Wealth Management first reported a position in BA in Q4 2025 and held it in 1 quarter. The position peaked at $4.99K in Q4 2025. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Greenline Wealth Management reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 23 Boeing shares in Q1 2026, an estimated $4.99K.
Greenline Wealth Management first reported a position in Boeing in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Boeing position peaked at $4.99K in Q4 2025.
2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.