The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionBenchmark Financial Wealth Advisors, LLC
Latest Disclosed Ownership1,245 shares
Latest Disclosed Value $ 247,745
Benchmark Financial Wealth Advisors, LLC reports 8.73% increase in ownership of BCO / The Boeing Company

On April 27, 2026 - Benchmark Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,245 shares of The Boeing Company (DE:BCO) valued at $215,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,145 shares of The Boeing Company. This represents a change in shares of 8.73% during the quarter. The current value of the position is $229,628 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F BOEING COM 097023105 1,245 100 8.73 248 -0.40 0.0686
2026-01-27 2025-12-31 13F BOEING COM 097023105 1,145 -3 -0.26 249 0.40 0.0713
2025-10-22 2025-09-30 13F BOEING COM 097023105 1,148 14 1.23 248 4.22 0.0746
2025-08-05 2025-06-30 13F BOEING COM 097023105 1,134 1,134 238 0.0785
2024-10-30 2024-09-30 13F BOEING COM 097023105 0 -1,764 -100.00 0 -100.00
2024-07-23 2024-06-30 13F BOEING COM 097023105 1,764 0 0.00 321 -5.59 0.1189
2024-04-22 2024-03-31 13F BOEING COM 097023105 1,764 -21 -1.18 340 -26.88 0.1301
2024-01-23 2023-12-31 13F BOEING COM 097023105 1,785 47 2.70 465 39.64 0.2005
2023-10-13 2023-09-30 13F BOEING COM 097023105 1,738 1 0.06 333 -9.02 0.1565
2023-07-25 2023-06-30 13F BOEING COM 097023105 1,737 0 0.00 367 -0.54 0.1700
2023-04-28 2023-03-31 13F BOEING COM 097023105 1,737 0 0.00 369 11.52 0.1895
2023-01-23 2022-12-31 13F BOEING COM 097023105 1,737 -36 -2.03 331 53.49 0.1800
2022-11-01 2022-09-30 13F BOEING COM 097023105 1,773 26 1.49 215 -10.04 0.1265
2022-07-22 2022-06-30 13F BOEING COM 097023105 1,747 200 12.93 239 -19.26 0.1225
2022-04-22 2022-03-31 13F BOEING COM 097023105 1,547 -363 -19.01 296 -22.92 0.1258
2022-01-26 2021-12-31 13F BOEING COM 097023105 1,910 -12 -0.62 384 -9.22 0.1605
2021-10-26 2021-09-30 13F BOEING COM 097023105 1,922 -245 -11.31 423 -18.50 0.2011
2021-07-26 2021-06-30 13F BOEING COM 097023105 2,167 -100 -4.41 519 -10.05 0.2477
2021-04-26 2021-03-31 13F BOEING COM 097023105 2,267 -420 -15.63 577 0.35 0.3148
2021-01-20 2020-12-31 13F BOEING COM 097023105 2,687 83 3.19 575 33.72 0.3164
2020-10-15 2020-09-30 13F BOEING COM 097023105 2,604 105 4.20 430 -6.11 0.2771
2020-07-21 2020-06-30 13F BOEING COM 097023105 2,499 1,136 83.35 458 125.62 0.3368
2020-05-08 2020-03-31 13F BOEING COM 097023105 1,363 122 9.83 203 -49.75 0.2044
2020-01-31 2019-12-31 13F BOEING COM 097023105 1,241 5 0.40 404 -14.04 0.3344
2019-11-01 2019-09-30 13F BOEING COM 097023105 1,236 311 33.62 470 39.47 0.4608
2019-07-25 2019-06-30 13F BOEING COM 097023105 925 128 16.06 337 10.86 0.3288
2019-04-24 2019-03-31 13F BOEING COM 097023105 797 22 2.84 304 21.60 0.3175
2019-01-30 2018-12-31 13F BOEING COM 097023105 775 775 250 0.3099
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.