Creative Planning’s Boeing BA Stock Holding History

Creative 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
2025 Q4	–	Sell	-500	Closed	-$491	–	3921
2025 Q3	$491	Hold	500	–	–	﹤0.01%	3902
2025 Q2	$1.56K	Buy	+500	New	+$94.4K	﹤0.01%	3664
2024 Q3	–	Sell	-500	Closed	-$2.6K	–	3206
2024 Q2	$2.6K	Hold	500	–	–	﹤0.01%	3043
2024 Q1	$7.22K	Buy	+500	New	+$103K	﹤0.01%	2877
2023 Q4	–	Sell	-500	Closed	-$3.67K	–	2776
2023 Q3	$3.67K	Buy	+500	New	+$109K	﹤0.01%	2756
2021 Q1	–	Sell	-300	Closed	-$10K	–	2614
2020 Q4	$10K	Sell	300 -2,500	-89%	-$481K	﹤0.01%	2224
2020 Q3	$1K	Buy	2,800 +1,800	+180%	+$307K	﹤0.01%	2110
2020 Q2	$1K	Buy	1,000 +700	+233%	+$108K	﹤0.01%	1975
2020 Q1	$3K	Hold	300	–	–	﹤0.01%	1806
2019 Q4	$4K	Sell	300 -500	-63%	-$177K	﹤0.01%	1937
2019 Q3	$5K	Buy	800 +500	+167%	+$179K	﹤0.01%	1922
2019 Q2	$3K	Sell	300 -65,400	-100%	-$23.8M	﹤0.01%	1966
2019 Q1	$483K	Buy	65,700 +31,200	+90%	+$12M	﹤0.01%	1042
2018 Q4	$63K	Buy	34,500 +500	+1%	+$173K	﹤0.01%	1685
2018 Q3	$25K	Buy	+34,000	New	+$11.9M	﹤0.01%	1932
2017 Q1	–	Sell	-7,100	Closed	-$2K	–	4647
2016 Q4	$2K	Buy	7,100 +500	+8%	+$73K	﹤0.01%	4237
2016 Q3	$9K	Buy	+6,600	New	+$869K	﹤0.01%	3566

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

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.