FGA
BA icon

Fortis Group Advisors’s Boeing BA Stock Holding History

Fortis Group 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 		$108K Sell
497
-913
-65% -$203K 0.02% 281
2026
Q1 		$308K Sell
1,410
-52
-4% -$11.8K 0.05% 228
2025
Q4 		$333K Buy
1,462
+965
+194% +$198K 0.06% 226
2025
Q3 		$107K Sell
497
-966
-66% -$218K 0.02% 237
2025
Q2 		$318K Buy
1,463
+966
+194% +$182K 0.06% 181
2025
Q1 		$84.8K Hold
497
– – 0.02% 200
2024
Q4 		$88K Hold
497
– – 0.02% 199
2024
Q3 		$75.6K Sell
497
-1,166
-70% -$200K 0.01% 192
2024
Q2 		$303K Sell
1,663
-90
-5% -$16K 0.06% 152
2024
Q1 		$338K Buy
1,753
+759
+76% +$156K 0.06% 153
2023
Q4 		$259K Buy
994
+497
+100% +$106K 0.06% 111
2023
Q3 		$95.3K Buy
+497
New +$109K 0.03% 125
2020
Q3 		$97K Buy
+587
New +$100K 0.02% 197

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

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

Fortis Group Advisors reduced its Boeing (BA) stake by 65% in Q2 2026, selling an estimated $203K and leaving 497 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #281.

Fortis Group Advisors first reported a position in BA in Q3 2020 and has held it in 13 quarters since. The position peaked at $338K in Q1 2024. 2,631 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Fortis Group Advisors held 497 shares of Boeing worth $108K as of Q2 2026.
  • Fortis Group Advisors sold 913 Boeing shares in Q2 2026, an estimated $203K.
  • Boeing made up 0.02% of Fortis Group Advisors's portfolio in Q2 2026, its #281 holding.
  • Fortis Group Advisors first reported a position in Boeing in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Boeing position peaked at $338K in Q1 2024.
  • 2,631 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.