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Greenwich Wealth Management’s Boeing BA Stock Holding History

Greenwich 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
Q2 		$231K Sell
1,067
-39
-4% -$8.68K 0.01% 270
2026
Q1 		$220K Buy
1,106
+8
+0.7% +$1.82K 0.01% 274
2025
Q4 		$238K Buy
+1,098
New +$226K 0.01% 256
2019
Q3 		– Sell
-638
Closed -$232K – 185
2019
Q2 		$232K Buy
+638
New +$233K 0.04% 173

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

Greenwich Wealth Management's BA Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Boeing (BA) stake by 3.5% in Q2 2026, selling an estimated $8.68K and leaving 1,067 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #270.

Greenwich Wealth Management first reported a position in BA in Q2 2019 and has held it in 4 quarters since. The position peaked at $238K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Greenwich Wealth Management held 1,067 shares of Boeing worth $231K as of Q2 2026.
  • Greenwich Wealth Management sold 39 Boeing shares in Q2 2026, an estimated $8.68K.
  • Boeing made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Greenwich Wealth Management first reported a position in Boeing in Q2 2019 and has held it in 4 quarters since.
  • Greenwich Wealth Management's Boeing position peaked at $238K in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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