Tortoise Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $210K | Buy |
+969
| New | +$216K | 0.02% | 242 |
|
|
2025
Q4 | – | Sell |
-909
| Closed | -$196K | – | 350 |
|
|
2025
Q3 | $196K | Buy |
909
+3
| +0.3% | +$676 | 0.02% | 230 |
|
|
2025
Q2 | $190K | Buy |
906
+31
| +4% | +$5.86K | 0.02% | 224 |
|
|
2025
Q1 | $149K | Hold |
875
| – | – | 0.02% | 239 |
|
|
2024
Q4 | $155K | Hold |
875
| – | – | 0.02% | 254 |
|
|
2024
Q3 | $133K | Hold |
875
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $159K | Hold |
875
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $169K | Hold |
875
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $228K | Sell |
875
-2
| -0.2% | -$428 | 0.03% | 193 |
|
|
2023
Q3 | $168K | Buy |
877
+2
| +0.2% | +$438 | 0.03% | 213 |
|
|
2023
Q2 | $185K | Buy |
875
+700
| +400% | +$145K | 0.03% | 204 |
|
|
2023
Q1 | $37.2K | Hold |
175
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $33.3K | Hold |
175
| – | – | 0.01% | 378 |
|
|
2022
Q3 | $21K | Hold |
175
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $24K | Hold |
175
| – | – | ﹤0.01% | 402 |
|
|
2022
Q1 | $34K | Hold |
175
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $35K | Buy |
175
+10
| +6% | +$2.11K | 0.01% | 330 |
|
|
2021
Q3 | $36K | Hold |
165
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $40K | Hold |
165
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $42K | Hold |
165
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $35K | Hold |
165
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $27K | Buy |
165
+75
| +83% | +$12.8K | 0.01% | 278 |
|
|
2020
Q2 | $16K | Sell |
90
-200
| -69% | -$30.7K | ﹤0.01% | 321 |
|
|
2020
Q1 | $43K | Sell |
290
-95
| -25% | -$26K | 0.01% | 233 |
|
|
2019
Q4 | $125K | Buy |
385
+115
| +43% | +$40.7K | 0.03% | 174 |
|
|
2019
Q3 | $103K | Sell |
270
-95
| -26% | -$34K | 0.03% | 182 |
|
|
2019
Q2 | $133K | Buy |
365
+60
| +20% | +$21.9K | 0.03% | 167 |
|
|
2019
Q1 | $116K | Buy |
305
+100
| +49% | +$38.5K | 0.03% | 179 |
|
|
2018
Q4 | $66K | Hold |
205
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $76K | Hold |
205
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $69K | Hold |
205
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $67K | Hold |
205
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $60K | Sell |
205
-45
| -18% | -$12.2K | 0.02% | 220 |
|
|
2017
Q3 | $64K | Hold |
250
| – | – | 0.02% | 206 |
|
|
2017
Q2 | $49K | Hold |
250
| – | – | 0.02% | 216 |
|
|
2017
Q1 | $44K | Hold |
250
| – | – | 0.01% | 212 |
|
|
2016
Q4 | $39K | Hold |
250
| – | – | 0.01% | 218 |
|
|
2016
Q3 | $33K | Hold |
250
| – | – | 0.01% | 224 |
|
|
2016
Q2 | $32K | Sell |
250
-5,146
| -95% | -$671K | 0.01% | 230 |
|
|
2016
Q1 | $685K | Sell |
5,396
-443
| -8% | -$55K | 0.25% | 56 |
|
|
2015
Q4 | $844K | Buy |
5,839
+413
| +8% | +$59.5K | 0.3% | 54 |
|
|
2015
Q3 | $711K | Hold |
5,426
| – | – | 0.27% | 59 |
|
|
2015
Q2 | $753K | Buy |
5,426
+30
| +0.6% | +$4.38K | 0.28% | 57 |
|
|
2015
Q1 | $810K | Sell |
5,396
-8
| -0.1% | -$1.17K | 0.31% | 52 |
|
|
2014
Q4 | $702K | Buy |
5,404
+8
| +0.1% | +$1.01K | 0.28% | 55 |
|
|
2014
Q3 | $687K | Sell |
5,396
-500
| -8% | -$63K | 0.29% | 52 |
|
|
2014
Q2 | $750K | Buy |
5,896
+750
| +15% | +$97.9K | 0.31% | 52 |
|
|
2014
Q1 | $646K | Hold |
5,146
| – | – | 0.3% | 53 |
|
|
2013
Q4 | $702K | Hold |
5,146
| – | – | 0.39% | 51 |
|
|
2013
Q3 | $605K | Hold |
5,146
| – | – | 0.37% | 49 |
|
|
2013
Q2 | $527K | Buy |
+5,146
| New | +$489K | 0.35% | 52 |
|
Other funds holding BA
Tortoise Investment Management's BA Position: Q2 2026 in Review
Tortoise Investment Management opened a new position in Boeing (BA) in Q2 2026: 969 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in BA as recently as Q3 2025.
Tortoise Investment Management first reported a position in BA in Q2 2013 and has held it in 51 quarters since. The position peaked at $844K in Q4 2015. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Tortoise Investment Management held 969 shares of Boeing worth $210K as of Q2 2026.
- Boeing was a new Tortoise Investment Management position in Q2 2026.
- Boeing made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #242 holding.
- Tortoise Investment Management first reported a position in Boeing in Q2 2013 and has held it in 51 quarters since.
- Tortoise Investment Management's Boeing position peaked at $844K in Q4 2015.
- 2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.