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Fortem Financial Group’s Boeing BA Stock Holding History

Fortem Financial Group’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 		$373K Sell
1,725
-125
-7% -$27.8K 0.08% 143
2026
Q1 		$368K Sell
1,850
-100
-5% -$22.8K 0.09% 137
2025
Q4 		$423K Buy
+1,950
New +$401K 0.11% 123
2024
Q2 		– Sell
-1,046
Closed -$202K – 169
2024
Q1 		$202K Sell
1,046
-541
-34% -$111K 0.09% 159
2023
Q4 		$414K Sell
1,587
-1
-0.1% -$214 0.21% 116
2023
Q3 		$304K Buy
1,588
+121
+8% +$26.5K 0.18% 130
2023
Q2 		$310K Hold
1,467
– – 0.18% 128
2023
Q1 		$312K Sell
1,467
-500
-25% -$104K 0.2% 118
2022
Q4 		$375K Buy
1,967
+200
+11% +$32.7K 0.22% 122
2022
Q3 		$214K Hold
1,767
– – 0.15% 144
2022
Q2 		$242K Sell
1,767
-260
-13% -$38.4K 0.16% 148
2022
Q1 		$388K Buy
2,027
+253
+14% +$50.8K 0.17% 126
2021
Q4 		$357K Sell
1,774
-614
-26% -$130K 0.16% 134
2021
Q3 		$525K Buy
2,388
+200
+9% +$44.6K 0.27% 108
2021
Q2 		$524K Sell
2,188
-10
-0.5% -$2.42K 0.27% 110
2021
Q1 		$560K Buy
2,198
+220
+11% +$48.9K 0.32% 95
2020
Q4 		$424K Buy
1,978
+318
+19% +$61.1K 0.25% 101
2020
Q3 		$274K Buy
1,660
+300
+22% +$51.1K 0.2% 121
2020
Q2 		$249K Buy
+1,360
New +$209K 0.19% 106
2020
Q1 		– Sell
-803
Closed -$262K – 131
2019
Q4 		$262K Hold
803
– – 0.19% 95
2019
Q3 		$306K Buy
803
+50
+7% +$17.9K 0.26% 84
2019
Q2 		$274K Buy
+753
New +$275K 0.28% 78

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

Fortem Financial Group's BA Position: Q2 2026 in Review

Fortem Financial Group reduced its Boeing (BA) stake by 6.8% in Q2 2026, selling an estimated $27.8K and leaving 1,725 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #143.

Fortem Financial Group first reported a position in BA in Q2 2019 and has held it in 22 quarters since. The position peaked at $560K in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Fortem Financial Group held 1,725 shares of Boeing worth $373K as of Q2 2026.
  • Fortem Financial Group sold 125 Boeing shares in Q2 2026, an estimated $27.8K.
  • Boeing made up 0.08% of Fortem Financial Group's portfolio in Q2 2026, its #143 holding.
  • Fortem Financial Group first reported a position in Boeing in Q2 2019 and has held it in 22 quarters since.
  • Fortem Financial Group's Boeing position peaked at $560K in Q1 2021.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.