Creative Planning

Position in BA — Boeing Co

CIK 1540235 OVERLAND PARK, KS

Back to BA Full portfolio

Position in BA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$77,969,603

+$821,875 QoQ

Shares Held

391,748

+10.3% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.2573082696018869.ToString("F0")% Shared 0.ToString("F0")% None 99.74269173039812.ToString("F0")%

Common Shares in BA Over Time

Shares Held

Position Value (USD)

Derivatives in BA

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$107,915

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

Creative Planning holds $702,117,188 across 47 Aerospace & Defense names. BA ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	644,643	$124,351,634
2	LMT	Lockheed Martin Corp	169,323	$102,337,127
3	GE	General Electric Co	336,002	$95,347,287
4	BA	Boeing Co This page	391,748	$77,969,603
5	NOC	Northrop Grumman Corp /De/	75,665	$51,621,689
6	GD	General Dynamics Corp	115,601	$39,676,574
7	LHX	L3harris Technologies, Inc. /De/	79,925	$27,586,113
8	HWM	Howmet Aerospace Inc.	108,199	$24,935,541

All Filings in BA

Export CSV

40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$77,969,603	391,748	+10.3%	Shares	Defined	2026-05-12
2025-12-31	$77,147,728	355,323	-4.5%	Shares	Defined	2026-02-17
2025-09-30	$80,331,925	372,200	+74340.0%	Shares	Sole	2025-11-14
2025-09-30	$107,915	500	-99.8%	Put	Sole	2025-11-14
2025-06-30	$68,662,980	327,700	+65440.0%	Shares	Sole	2025-08-08
2025-06-30	$104,765	500	-99.8%	Put	Sole	2025-08-08
2025-03-31	$51,732,419	303,327	+0.3%	Shares	Defined	2025-05-15
2024-12-31	$53,505,153	302,289	+16.8%	Shares	Defined	2025-02-14
2024-09-30	$39,348,863	258,806	-16.6%	Shares	Sole	2024-10-11
2024-06-30	$56,502,083	310,434	+61986.8%	Shares	Defined	2024-08-15
2024-06-30	$91,005	500	0.0%	Put	Sole	2024-08-15
2024-03-31	$96,495	500	-99.8%	Put	Sole	2024-05-13
2024-03-31	$51,877,834	268,811	-0.6%	Shares	Defined	2024-05-13
2023-12-31	$70,473,601	270,366	+1.2%	Shares	Defined	2024-02-14
2023-09-30	$51,201,177	267,118	+53323.6%	Shares	Defined	2023-11-16
2023-09-30	$95,840	500	-99.8%	Put	Sole	2023-11-16
2023-06-30	$54,753,998	259,301	-1.0%	Shares	Sole	2023-07-21
2023-03-31	$55,649,224	261,965	+13.0%	Shares	Sole	2023-05-15
2022-12-31	$44,174,440	231,899	+7.0%	Shares	Sole	2023-02-10
2022-09-30	$26,238,036	216,700	+1.1%	Shares	Sole	2022-11-03
2022-06-30	$29,317,143	214,432	-8.0%	Shares	Sole	2022-08-15
2022-03-31	$44,617,968	232,992	+29024.0%	Shares	Sole	2022-05-16
2022-03-31	$153,200	800	-99.6%	Call	Sole	2022-05-16
2021-12-31	$37,715,691	187,342	-18.2%	Shares	Sole	2022-02-11
2021-09-30	$50,390,893	229,112	+9.6%	Shares	Sole	2021-11-10
2021-06-30	$50,094,870	209,112	-11.0%	Shares	Sole	2021-08-04
2021-03-31	$59,878,049	235,074	+8006.0%	Shares	Sole	2021-04-30
2021-03-31	$738,688	2,900	+141.7%	Call	Sole	2021-04-30
2020-12-31	$256,872	1,200	-99.5%	Call	Sole	2021-01-29
2020-12-31	$47,328,022	221,097	+73599.0%	Shares	Sole	2021-01-29
2020-12-31	$64,218	300	-91.7%	Put	Sole	2021-01-29
2020-09-30	$594,936	3,600	+28.6%	Call	Sole	2020-11-05
2020-09-30	$462,728	2,800	-98.7%	Put	Sole	2020-11-05
2020-09-30	$35,150,471	212,698	+21169.8%	Shares	Sole	2020-11-05
2020-06-30	$183,300	1,000	-72.2%	Put	Sole	2020-07-23
2020-06-30	$659,880	3,600	-98.2%	Call	Sole	2020-07-23
2020-06-30	$36,339,958	198,254	-5.7%	Shares	Sole	2020-07-23
2020-03-31	$31,370,256	210,341	+7990.0%	Shares	Sole	2020-05-05
2020-03-31	$387,764	2,600	+766.7%	Call	Sole	2020-05-05
2020-03-31	$44,742	300	—	Put	Sole	2020-05-05
No filing history on record for this holder in this stock.