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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
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 		$9.58M 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 		$9.81M Buy
46,478
+211
+0.5% +$43.8K 3.83% 6
2023
Q1 		$9.83M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Planning's BA Position: Q2 2026 in Review

Capital Planning reduced its Boeing (BA) stake by 0.28% in Q2 2026, selling an estimated $21.6K and leaving 35,106 shares worth $7.6M. The position accounts for 2.21% of the portfolio, ranked #15.

Capital Planning first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.2M in Q3 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Capital Planning held 35,106 shares of Boeing worth $7.6M as of Q2 2026.
  • Capital Planning sold 97 Boeing shares in Q2 2026, an estimated $21.6K.
  • Boeing made up 2.21% of Capital Planning's portfolio in Q2 2026, its #15 holding.
  • Capital Planning first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Capital Planning's Boeing position peaked at $16.2M in Q3 2021.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.