Fortis Capital Advisors’s Boeing BA Stock Holding History

Fortis Capital Advisors’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	$1.31M	Buy	6,057 +1,256	+26%	+$279K	0.15%	120
2026 Q1	$956K	Buy	+4,801	New	+$1.09M	0.13%	140
2025 Q4	–	Sell	-4,522	Closed	-$976K	–	314
2025 Q3	$976K	Buy	4,522 +845	+23%	+$191K	0.15%	107
2025 Q2	$770K	Buy	+3,677	New	+$695K	0.14%	119
2023 Q2	–	Sell	-200	Closed	-$42.5K	–	151
2023 Q1	$42.5K	Buy	200 +100	+100%	+$20.8K	0.02%	304
2022 Q4	$19K	Buy	+100	New	+$16.4K	0.01%	415

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

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortis Capital Advisors's BA Position: Q2 2026 in Review

Fortis Capital Advisors increased its Boeing (BA) stake by 26% in Q2 2026, buying an estimated $279K and bringing the position to 6,057 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #120.

Fortis Capital Advisors first reported a position in BA in Q4 2022 and has held it in 6 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Fortis Capital Advisors held 6,057 shares of Boeing worth $1.31M as of Q2 2026.
Fortis Capital Advisors bought 1,256 Boeing shares in Q2 2026, an estimated $279K.
Boeing made up 0.15% of Fortis Capital Advisors's portfolio in Q2 2026, its #120 holding.
Fortis Capital Advisors first reported a position in Boeing in Q4 2022 and has held it in 6 quarters since.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.