Capital Wealth Planning’s Boeing BA Stock Holding History

Capital Wealth 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
2017 Q3	–	Sell	-53,700	Closed	-$298K	–	158
2017 Q2	$298K	Buy	+53,700	New	+$10M	0.05%	80

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

Capital Wealth Planning's BA Position: Q1 2026 in Review

Capital Wealth Planning sold out of Boeing (BA) in Q1 2026, closing a stake of 28,034 shares — an estimated $6.09M sold.

Capital Wealth Planning first reported a position in BA in Q4 2014 and held it in 30 quarters. The position peaked at $66.2M in Q3 2019. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Capital Wealth Planning reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Capital Wealth Planning sold 28,034 Boeing shares in Q1 2026, an estimated $6.09M.
Capital Wealth Planning first reported a position in Boeing in Q4 2014 and held it in 30 quarters.
Capital Wealth Planning's Boeing position peaked at $66.2M in Q3 2019.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.