Fortis Capital Management’s Boeing BA Stock Holding History

Fortis Capital 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	$1.28M	Sell	5,890 -428	-7%	-$95.2K	0.14%	85
2026 Q1	$1.26M	Buy	6,318 +954	+18%	+$217K	0.13%	78
2025 Q4	$1.16M	Buy	5,364 +337	+7%	+$69.3K	0.15%	75
2025 Q3	$1.08M	Buy	5,027 +104	+2%	+$23.4K	0.15%	74
2025 Q2	$1.03M	Sell	4,923 -1,924	-28%	-$363K	0.16%	73
2025 Q1	$1.17M	Sell	6,847 -25	-0.4%	-$4.33K	0.23%	67
2024 Q4	$1.22M	Buy	6,872 +270	+4%	+$42.4K	0.22%	69
2024 Q3	$1M	Sell	6,602 -595	-8%	-$102K	0.2%	75
2024 Q2	$1.31M	Buy	7,197 +630	+10%	+$112K	0.28%	67
2024 Q1	$1.27M	Hold	6,567	–	–	0.33%	63
2023 Q4	$1.71M	Sell	6,567 -724	-10%	-$155K	0.44%	45
2023 Q3	$1.4M	Buy	7,291 +54	+0.7%	+$11.8K	0.44%	46
2023 Q2	$1.53M	Buy	7,237 +42	+0.6%	+$8.72K	0.54%	29
2023 Q1	$1.53M	Sell	7,195 -342	-5%	-$71.1K	0.62%	27
2022 Q4	$1.44M	Hold	7,537	–	–	1.06%	20
2022 Q3	$913K	Buy	7,537 +494	+7%	+$75.8K	0.78%	34
2022 Q2	$963K	Buy	7,043 +24	+0.3%	+$3.54K	0.95%	27
2022 Q1	$1.34M	Hold	7,019	–	–	0.69%	37
2021 Q4	$1.41M	Sell	7,019 -2,282	-25%	-$482K	0.73%	33
2021 Q3	$2.05M	Sell	9,301 -690	-7%	-$154K	1.09%	30
2021 Q2	$2.39M	Sell	9,991 -7	-0.1%	-$1.69K	1.22%	25
2021 Q1	$2.55M	Buy	+9,998	New	+$2.22M	1.47%	9

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 Management's BA Position: Q2 2026 in Review

Fortis Capital Management reduced its Boeing (BA) stake by 6.8% in Q2 2026, selling an estimated $95.2K and leaving 5,890 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #85.

Fortis Capital Management first reported a position in BA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.55M in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Fortis Capital Management held 5,890 shares of Boeing worth $1.28M as of Q2 2026.
Fortis Capital Management sold 428 Boeing shares in Q2 2026, an estimated $95.2K.
Boeing made up 0.14% of Fortis Capital Management's portfolio in Q2 2026, its #85 holding.
Fortis Capital Management first reported a position in Boeing in Q1 2021 and has held it in 22 quarters since.
Fortis Capital Management's Boeing position peaked at $2.55M in Q1 2021.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.