Burkett Financial Services’s Boeing BA Stock Holding History

Burkett Financial Services’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 Q3	$56K	Hold	300	–	–	0.02%	136
2026 Q2	$65.1K	Hold	300	–	–	0.02%	84
2026 Q1	$59.9K	Hold	300	–	–	0.02%	89
2025 Q4	$65.3K	Sell	300 -31	-9%	-$6.38K	0.02%	81
2025 Q3	$71.4K	Buy	331 +60	+22%	+$13.5K	0.02%	84
2025 Q2	$56.8K	Hold	271	–	–	0.02%	89
2025 Q1	$46.2K	Hold	271	–	–	0.02%	93
2024 Q4	$47.9K	Hold	271	–	–	0.02%	87
2024 Q3	$41.2K	Buy	271 +30	+12%	+$5.14K	0.02%	89
2024 Q2	$43.8K	Hold	241	–	–	0.02%	79
2024 Q1	$46.5K	Hold	241	–	–	0.02%	87
2023 Q4	$62.8K	Buy	+241	New	+$51.5K	0.04%	79

Other funds holding BA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Burkett Financial Services's BA Position: Q3 2026 in Review

Burkett Financial Services held its Boeing (BA) position steady in Q3 2026 at 300 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #136.

Burkett Financial Services first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $71.4K in Q3 2025. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Burkett Financial Services held 300 shares of Boeing worth $56K as of Q3 2026.
Burkett Financial Services left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #136 holding.
Burkett Financial Services first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Boeing position peaked at $71.4K in Q3 2025.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.