Creative Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-800
| Closed | -$17K | – | 2292 |
|
|
2022
Q1 | $17K | Buy |
+800
| New | +$161K | ﹤0.01% | 2152 |
|
|
2021
Q2 | – | Sell |
-2,900
| Closed | -$125K | – | 2112 |
|
|
2021
Q1 | $125K | Buy |
2,900
+1,700
| +142% | +$378K | ﹤0.01% | 2201 |
|
|
2020
Q4 | $68K | Sell |
1,200
-2,400
| -67% | -$461K | ﹤0.01% | 2072 |
|
|
2020
Q3 | $36K | Hold |
3,600
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q2 | $80K | Buy |
3,600
+1,000
| +38% | +$154K | ﹤0.01% | 1698 |
|
|
2020
Q1 | $2K | Buy |
2,600
+300
| +13% | +$82.1K | ﹤0.01% | 1819 |
|
|
2019
Q4 | $26K | Sell |
2,300
-900
| -28% | -$319K | ﹤0.01% | 1860 |
|
|
2019
Q3 | $88K | Buy |
3,200
+1,700
| +113% | +$608K | ﹤0.01% | 1732 |
|
|
2019
Q2 | $36K | Buy |
1,500
+200
| +15% | +$72.9K | ﹤0.01% | 1844 |
|
|
2019
Q1 | $47K | Buy |
+1,300
| New | +$500K | ﹤0.01% | 1781 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$6K | – | 1960 |
|
|
2018
Q3 | $6K | Buy |
+1,000
| New | +$351K | ﹤0.01% | 2006 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$3K | – | 2054 |
|
|
2018
Q1 | $3K | Buy |
+500
| New | +$169K | ﹤0.01% | 1967 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$4K | – | 2037 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 4072 |
|
|
2017
Q1 | $2K | Sell |
200
-13,800
| -99% | -$2.35M | ﹤0.01% | 4260 |
|
|
2016
Q4 | $195K | Sell |
14,000
-10,000
| -42% | -$1.46M | ﹤0.01% | 1420 |
|
|
2016
Q3 | $132K | Buy |
24,000
+20,000
| +500% | +$2.63M | ﹤0.01% | 1658 |
|
|
2016
Q2 | $1K | Sell |
4,000
-4,000
| -50% | -$521K | ﹤0.01% | 4137 |
|
|
2016
Q1 | $2K | Sell |
8,000
-5,500
| -41% | -$683K | ﹤0.01% | 3918 |
|
|
2015
Q4 | $65K | Buy |
13,500
+8,000
| +145% | +$1.15M | ﹤0.01% | 1901 |
|
|
2015
Q3 | $27K | Buy |
+5,500
| New | +$763K | ﹤0.01% | 2486 |
|
|
2015
Q2 | – | Sell |
-5,900
| Closed | -$77K | – | 1256 |
|
|
2015
Q1 | $77K | Sell |
5,900
-2,100
| -26% | -$306K | ﹤0.01% | 1721 |
|
|
2014
Q4 | $96K | Sell |
8,000
-500
| -6% | -$63.4K | ﹤0.01% | 1568 |
|
|
2014
Q3 | $94K | Sell |
8,500
-200
| -2% | -$25.2K | ﹤0.01% | 1515 |
|
|
2014
Q2 | $99K | Buy |
8,700
+7,700
| +770% | +$1.01M | ﹤0.01% | 1430 |
|
|
2014
Q1 | $9K | Buy |
+1,000
| New | +$130K | ﹤0.01% | 2790 |
|
Other funds holding BA
VCM
VPM
Creative Planning's BA Position: Q1 2026 in Review
Creative Planning increased its Boeing (BA) stake by 10% in Q1 2026, buying an estimated $8.29M and bringing the position to 391,748 shares worth $78M. The position accounts for 0.05% of the portfolio, ranked #156.
Creative Planning first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.4M in Q1 2019. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Creative Planning held 391,748 shares of Boeing worth $78M as of Q1 2026.
- Creative Planning bought 36,425 Boeing shares in Q1 2026, an estimated $8.29M.
- Boeing made up 0.05% of Creative Planning's portfolio in Q1 2026, its #156 holding.
- Creative Planning first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Boeing position peaked at $80.4M in Q1 2019.
- 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.