TWM
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Tortuga Wealth Management’s Boeing BA Stock Holding History

Tortuga Wealth 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
Q1 		$304K Buy
1,529
+101
+7% +$23K 0.28% 77
2025
Q4 		$310K Buy
+1,428
New +$294K 0.33% 68

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tortuga Wealth Management's BA Position: Q1 2026 in Review

Tortuga Wealth Management increased its Boeing (BA) stake by 7.1% in Q1 2026, buying an estimated $23K and bringing the position to 1,529 shares worth $304K. The position accounts for 0.28% of the portfolio, ranked #77.

Tortuga Wealth Management first reported a position in BA in Q4 2025 and has held it in 2 quarters since. The position peaked at $310K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Tortuga Wealth Management held 1,529 shares of Boeing worth $304K as of Q1 2026.
  • Tortuga Wealth Management bought 101 Boeing shares in Q1 2026, an estimated $23K.
  • Boeing made up 0.28% of Tortuga Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Tortuga Wealth Management first reported a position in Boeing in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Boeing position peaked at $310K in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.