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Capital Planning LLC

SEC CIK
0001790688
Latest filing
Jul 22, 2026

BA holding history

Boeing Co in every 13F filed by Capital Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
35,106
Value
$7.60M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of BA by Capital Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,106$7.60M2.2%−97−0.3%ReducedHolders
Q1 202635,203$7.01M2.3%−15,248−30.2%ReducedHolders
Q4 202550,451$11.5M3.2%−1,198−2.3%ReducedHolders
Q3 202551,649$11.1M3.2%−1,574−3.0%ReducedHolders
Q2 202553,223$11.2M3.5%−8,088−13.2%ReducedHolders
Q1 202561,311$10.5M2.9%−105−0.2%ReducedHolders
Q4 202461,416$10.9M2.9%−1,562−2.5%ReducedHolders
Q3 202462,978$9.58M2.7%+3,938+6.7%AddedHolders
Q2 202459,040$10.7M3.2%−1,759−2.9%ReducedHolders
Q1 202460,799$11.7M3.8%+2,744+4.7%AddedHolders
Q4 202358,055$15.1M5.4%−476−0.8%ReducedHolders
Q3 202358,531$11.2M4.4%+12,053+25.9%AddedHolders
Q2 202346,478$9.81M3.8%+211+0.5%AddedHolders
Q1 202346,267$9.83M4.1%+24,454+112.1%AddedHolders
Q4 202221,813$4.16M1.8%−50,912−70.0%ReducedHolders
Q3 202272,725$8.81M5.0%−1,042−1.4%ReducedHolders
Q2 202273,767$10.1M5.4%−1,215−1.6%ReducedHolders
Q1 202274,982$14.4M5.6%+2,181+3.0%AddedHolders
Q4 202172,801$14.7M5.4%−973−1.3%ReducedHolders
Q3 202173,774$16.2M6.6%+13,397+22.2%AddedHolders
Q2 202160,377$14.5M6.1%−3,054−4.8%ReducedHolders
Q1 202163,431$16.2M7.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.