Turning Point Benefit Group’s Boeing BA Stock Holding History

Turning Point Benefit Group’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	–	Sell	-14	Closed	-$3.04K	–	162
2025 Q4	$3.04K	Buy	14 +12	+600%	+$2.47K	﹤0.01%	376
2025 Q3	$430	Buy	+2	New	+$451	﹤0.01%	526

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Turning Point Benefit Group's BA Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Boeing (BA) in Q1 2026, closing a stake of 14 shares — an estimated $3.04K sold.

Turning Point Benefit Group first reported a position in BA in Q3 2025 and held it in 2 quarters. The position peaked at $3.04K in Q4 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Turning Point Benefit Group reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 14 Boeing shares in Q1 2026, an estimated $3.04K.
Turning Point Benefit Group first reported a position in Boeing in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Boeing position peaked at $3.04K in Q4 2025.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.