TXT β€” TEXTRON INC

Ownership history in Bison Wealth, LLC  Β·  5 quarters on record

AI Ownership Summary

Bison Wealth, LLC reported TEXTRON INC (TXT) in 5 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows TXT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bison Wealth, LLC's position in TEXTRON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

TXT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bison Wealth, LLC held TXT β€” position size vs. price
% of Fund (quarterly)    TXT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 6,343 +1,463 +30.0% 0.09% $562K 2024-11-05 $83.22
2024 Q2 UNCHANGED 4,880 β€” 0% 0.08% $468K 2024-07-31 $92.74
2024 Q1 REDUCED 4,880 -74 -1.5% 0.08% $468K 2024-05-10 $88.38
2023 Q4 ADDED 4,954 +49 +1.0% 0.07% $398K 2024-01-30 $85.82
2023 Q3 INITIATED 4,905 β€” β€” 0.07% $383K 2023-11-13 $75.89

FAQ About Bison Wealth, LLC and TXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bison Wealth, LLC reported owning TXT?

Bison Wealth, LLC reported TXT across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported TXT position in Bison Wealth, LLC's portfolio?

The largest reported portfolio weight for TXT was 0.09% in 2024 Q3.

What is the latest reported TXT position on this page?

The most recent filing on this page is 2024 Q3, when Bison Wealth, LLC reported 6,343 shares, equal to 0.09% of portfolio, with an estimated market value of $562K.

What does the chart on this TXT ownership page compare?

The chart compares Bison Wealth, LLC's quarterly TXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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