Ownership history in Capital Planning LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Capital Planning LLC reported a position in Boeing Co (BA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 50,451 | -1,198 | -2.3% | 3.22% | $11.5M | $217.12 |
| 2025 Q3 | REDUCED | 51,649 | -1,574 | -3.0% | 3.25% | $11.1M | $215.83 |
| 2025 Q2 | REDUCED | 53,223 | -8,088 | -13.2% | 3.50% | $11.2M | $209.53 |
| 2025 Q1 | REDUCED | 61,311 | -105 | -0.2% | 2.92% | $10.5M | $170.55 |
| 2024 Q4 | REDUCED | 61,416 | -1,562 | -2.5% | 2.85% | $10.9M | $177.00 |
| 2024 Q3 | ADDED | 62,978 | +3,938 | +6.7% | 2.68% | $9.6M | $152.04 |
| 2024 Q2 | REDUCED | 59,040 | -1,759 | -2.9% | 3.22% | $10.7M | $182.01 |
| 2024 Q1 | ADDED | 60,799 | +2,744 | +4.7% | 3.83% | $11.7M | $192.99 |
| 2023 Q4 | REDUCED | 58,055 | -476 | -0.8% | 5.38% | $15.1M | $260.66 |
| 2023 Q3 | ADDED | 58,531 | +12,053 | +25.9% | 4.42% | $11.2M | $191.68 |
As of 2025 Q4 — sorted by position size