Turtle Creek Wealth Advisors’s Boeing BA Stock Holding History

Turtle Creek Wealth 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 Q3	$1.95M	Sell	10,491 -789	-7%	-$169K	0.1%	118
2026 Q2	$2.44M	Buy	11,280 +1,057	+10%	+$235K	0.13%	102
2026 Q1	$2.03M	Buy	10,223 +784	+8%	+$179K	0.15%	97
2025 Q4	$2.05M	Buy	9,439 +12	+0.1%	+$2.47K	0.16%	100
2025 Q3	$2.03M	Buy	9,427 +1,288	+16%	+$290K	0.18%	94
2025 Q2	$1.71M	Buy	+8,139	New	+$1.54M	0.2%	93
2024 Q4	–	Sell	-6,750	Closed	-$1.03M	–	84
2024 Q3	$1.03M	Sell	6,750 -348	-5%	-$59.7K	0.21%	75
2024 Q2	$1.29M	Buy	7,098 +2,178	+44%	+$388K	0.3%	64
2024 Q1	$950K	Buy	4,920 +177	+4%	+$36.4K	0.23%	74
2023 Q4	$1.24M	Buy	+4,743	New	+$1.01M	0.36%	65

Other funds holding BA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Turtle Creek Wealth Advisors's BA Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its Boeing (BA) stake by 7% in Q3 2026, selling an estimated $169K and leaving 10,491 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #118.

Turtle Creek Wealth Advisors first reported a position in BA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q2 2026. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Turtle Creek Wealth Advisors held 10,491 shares of Boeing worth $1.95M as of Q3 2026.
Turtle Creek Wealth Advisors sold 789 Boeing shares in Q3 2026, an estimated $169K.
Boeing made up 0.1% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #118 holding.
Turtle Creek Wealth Advisors first reported a position in Boeing in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's Boeing position peaked at $2.44M in Q2 2026.
2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.