Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,599,395
+$592,942 QoQ
Shares Held
35,106
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
11.60%
of 13F equity value
Holder Rank
#459
of 2,613 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Planning LLC holds $7,989,569 across 2 Aerospace & Defense names. BA ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
35,106 | $7,599,395 | |
| 2 | GE |
General Electric Co
|
1,044 | $390,174 |
All Filings in BA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,599,395 | 35,106 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,006,453 | 35,203 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,953,921 | 50,451 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,147,403 | 51,649 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,151,815 | 53,223 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,456,591 | 61,311 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,870,632 | 61,416 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,575,175 | 62,978 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $10,745,870 | 59,040 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $11,733,599 | 60,799 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $15,132,616 | 58,055 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $11,219,222 | 58,531 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,814,294 | 46,478 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,828,498 | 46,267 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,155,158 | 21,813 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,805,543 | 72,725 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,085,424 | 73,767 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $14,359,053 | 74,982 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $14,656,297 | 72,801 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $16,225,853 | 73,774 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $14,463,914 | 60,377 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $16,157,144 | 63,431 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $13,108,178 | 61,236 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||