The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership3,209 shares
Latest Disclosed Value $ 638,668
BKD Wealth Advisors, LLC reports 0.16% increase in ownership of BCO / The Boeing Company

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,209 shares of The Boeing Company (DE:BCO) valued at $555,285 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,204 shares of The Boeing Company. This represents a change in shares of 0.16% during the quarter. The current value of the position is $591,868 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)
2026-05-01 2026-03-31 13F BOEING COM 097023105 3,209 5 0.16 639 -8.20 0.0121
2026-02-10 2025-12-31 13F BOEING COM 097023105 3,204 3,204 696 0.0131
2024-08-09 2024-06-30 13F BOEING COM 097023105 0 -1,063 -100.00 0 -100.00
2024-04-19 2024-03-31 13F BOEING COM 097023105 1,063 -377 -26.18 205 -45.33 0.0052
2024-01-11 2023-12-31 13F BOEING COM 097023105 1,440 1,440 375 0.0105
2023-10-26 2023-09-30 13F BOEING COM 097023105 0 -948 -100.00 0 -100.00
2023-08-08 2023-06-30 13F BOEING COM 097023105 948 -100 -9.54 200 -9.91 0.0059
2023-04-27 2023-03-31 13F BOEING COM 097023105 1,048 1,048 223 0.0073
2022-07-22 2022-06-30 13F BOEING COM 097023105 0 -1,091 -100.00 0 -100.00
2022-05-10 2022-03-31 13F BOEING COM 097023105 1,091 -102 -8.55 209 -12.92 0.0089
2022-01-14 2021-12-31 13F BOEING COM 097023105 1,193 74 6.61 240 -2.44 0.0101
2021-10-14 2021-09-30 13F BOEING COM 097023105 1,119 -211 -15.86 246 -22.88 0.0113
2021-07-14 2021-06-30 13F BOEING COM 097023105 1,330 89 7.17 319 0.95 0.0148
2021-04-23 2021-03-31 13F BOEING COM 097023105 1,241 -1,382 -52.69 316 -43.77 0.0157
2021-01-22 2020-12-31 13F BOEING COM 097023105 2,623 279 11.90 562 45.22 0.0282
2020-11-05 2020-09-30 13F BOEING COM 097023105 2,344 -282 -10.74 387 -19.54 0.0225
2020-07-15 2020-06-30 13F BOEING COM 097023105 2,626 -209 -7.37 481 13.71 0.0312
2020-04-10 2020-03-31 13F BOEING COM 097023105 2,835 -1,045 -26.93 423 -66.53 0.0347
2020-01-13 2019-12-31 13F BOEING COM 097023105 3,880 -317 -7.55 1,264 -20.85 0.0910
2019-10-28 2019-09-30 13F BOEING COM 097023105 4,197 448 11.95 1,597 17.00 0.1278
2019-07-10 2019-06-30 13F BOEING COM 097023105 3,749 288 8.32 1,365 3.41 0.1106
2019-04-10 2019-03-31 13F BOEING COM 097023105 3,461 -158 -4.37 1,320 13.11 0.1095
2019-01-28 2018-12-31 13F/A-1 BOEING COM 097023105 3,619 -167 -4.41 1,167 -17.12 0.1193
2019-01-15 2018-12-31 13F BOEING COM 097023105 3,619 -167 1,167 0.1079
2018-10-09 2018-09-30 13F BOEING COM 097023105 3,786 -107 -2.75 1,408 7.81 0.1234
2018-07-13 2018-06-30 13F BOEING COM 097023105 3,893 -287 -6.87 1,306 -4.74 0.1269
2018-05-25 2018-03-31 13F/A-1 BOEING COM 097023105 4,180 205 5.16 1,371 16.98 0.1374
2018-04-20 2018-03-31 13F BOEING COM 097023105 4,213 238 1,437
2018-01-18 2017-12-31 13F BOEING COM 097023105 3,975 -124 -3.03 1,172 12.48 0.1172
2017-10-13 2017-09-30 13F BOEING COM 097023105 4,099 -289 -6.59 1,042 20.05 0.1147
2017-07-10 2017-06-30 13F BOEING COM 097023105 4,388 568 14.87 868 28.40 0.0984
2017-04-13 2017-03-31 13F BOEING COM 097023105 3,820 -875 -18.64 676 -7.52 0.0825
2017-01-06 2016-12-31 13F BOEING COM 097023105 4,695 168 3.71 731 22.65 0.0956
2016-10-18 2016-09-30 13F BOEING COM 097023105 4,527 341 8.15 596 9.56 0.0830
2016-07-12 2016-06-30 13F BOEING COM 097023105 4,186 223 5.63 544 8.15 0.0808
2016-04-12 2016-03-31 13F BOEING COM 097023105 3,963 -460 -10.40 503 -21.41 0.0803
2016-01-26 2015-12-31 13F BOEING COM 097023105 4,423 465 11.75 640 23.55 0.0963
2015-11-10 2015-09-30 13F/A-1 BOEING COM 097023105 3,958 1,423 56.13 518 47.16 0.0912
2015-10-13 2015-09-30 13F BOEING COM 097023105 3,958 1,423 518 0.0875
2015-07-08 2015-06-30 13F BOEING COM 097023105 2,535 -330 -11.52 352 -18.14 0.0528
2015-04-16 2015-03-31 13F BOEING COM 097023105 2,865 389 15.71 430 33.54 0.0623
2015-02-26 2014-12-31 13F/A-1 BOEING COM 097023105 2,476 414 20.08 322 22.43 0.0527
2015-01-15 2014-12-31 13F BOEING COM 097023105 2,393 331 313 0.0484
2015-02-26 2014-09-30 13F/A-1 BOEING COM 097023105 2,062 0 0.00 263 0.38 0.0454
2014-10-10 2014-09-30 13F BOEING COM 097023105 2,228 166 282 0.0460
2015-02-26 2014-06-30 13F/A-1 BOEING COM 097023105 2,062 -2,218 -51.82 262 -51.30 0.0447
2014-07-11 2014-06-30 13F BOEING COM 097023105 2,162 -2,118 275 0.0438
2014-04-29 2014-03-31 13F BOEING COM 097023105 4,280 0 0.00 538 -7.88 0.0951
2014-01-14 2013-12-31 13F/A-1 BOEING COM 097023105 4,280 1,715 66.86 584 94.02 0.1081
2014-01-13 2013-12-31 13F BOEING COM 097023105 8,560 1,167
2014-01-16 2013-09-30 13F/A-1 BOEING COM 097023105 2,565 -200 -7.23 301 6.36 0.0617
2013-11-14 2013-09-30 13F BOEING COM 097023105 5,130 604
2013-07-19 2013-06-30 13F BOEING COM 097023105 2,765 2,765 283 0.2241
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.