Capital Planning
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Capital Planning’s Boeing BA Stock Holding History

Capital Planning’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 		$6.64M Buy
35,689
+583
+2% +$125K 1.77% 19
2026
Q2 		$7.6M Sell
35,106
-97
-0.3% -$21.6K 2.21% 15
2026
Q1 		$7.01M Sell
35,203
-15,248
-30% -$3.47M 2.28% 15
2025
Q4 		$11.5M Sell
50,451
-1,198
-2% -$246K 3.22% 9
2025
Q3 		$11.1M Sell
51,649
-1,574
-3% -$355K 3.25% 8
2025
Q2 		$11.2M Sell
53,223
-8,088
-13% -$1.53M 3.5% 7
2025
Q1 		$10.5M Sell
61,311
-105
-0.2% -$18.2K 2.92% 11
2024
Q4 		$10.9M Sell
61,416
-1,562
-2% -$245K 2.85% 10
2024
Q3 		$9.6M Buy
62,978
+3,938
+7% +$675K 2.68% 12
2024
Q2 		$10.7M Sell
59,040
-1,759
-3% -$314K 3.22% 10
2024
Q1 		$11.7M Buy
60,799
+2,744
+5% +$564K 3.83% 6
2023
Q4 		$15.1M Sell
58,055
-476
-0.8% -$102K 5.38% 5
2023
Q3 		$11.2M Buy
58,531
+12,053
+26% +$2.64M 4.42% 6
2023
Q2 		$9.8M Buy
46,478
+211
+0.5% +$43.8K 3.83% 6
2023
Q1 		$9.8M Buy
46,267
+24,454
+112% +$5.08M 4.06% 6
2022
Q4 		$4.16M Sell
21,813
-50,912
-70% -$8.33M 1.85% 19
2022
Q3 		$8.81M Sell
72,725
-1,042
-1% -$160K 4.99% 6
2022
Q2 		$10.1M Sell
73,767
-1,215
-2% -$179K 5.44% 5
2022
Q1 		$14.4M Buy
74,982
+2,181
+3% +$438K 5.59% 4
2021
Q4 		$14.7M Sell
72,801
-973
-1% -$206K 5.43% 5
2021
Q3 		$16.2M Buy
73,774
+13,397
+22% +$2.99M 6.62% 4
2021
Q2 		$14.5M Sell
60,377
-3,054
-5% -$738K 6.15% 4
2021
Q1 		$16.2M Buy
63,431
+2,195
+4% +$488K 7.12% 2
2020
Q4 		$13.1M Buy
+61,236
New +$11.8M 6.14% 4

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Capital Planning's BA Position: Q3 2026 in Review

Capital Planning increased its Boeing (BA) stake by 1.7% in Q3 2026, buying an estimated $125K and bringing the position to 35,689 shares worth $6.64M. The position accounts for 1.77% of the portfolio, ranked #19.

Capital Planning first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $16.2M in Q3 2021. 1,004 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Capital Planning held 35,689 shares of Boeing worth $6.64M as of Q3 2026.
  • Capital Planning bought 583 Boeing shares in Q3 2026, an estimated $125K.
  • Boeing made up 1.77% of Capital Planning's portfolio in Q3 2026, its #19 holding.
  • Capital Planning first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Capital Planning's Boeing position peaked at $16.2M in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.