The Boeing Company
DE ˙ XTRA ˙ US0970231058
187,00 € ↑1,50 (0,81%)
2026-06-05
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionCenter for Financial Planning, Inc.
Latest Disclosed Ownership834 shares
Latest Disclosed Value $ 181,079
Center for Financial Planning, Inc. reports 88.69% increase in ownership of BCO / The Boeing Company

On February 5, 2026 - Center for Financial Planning, Inc. filed a 13F-HR form disclosing ownership of 834 shares of The Boeing Company (DE:BCO) valued at $154,423 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 6, 2025 disclosing 442 shares of The Boeing Company. This represents a change in shares of 88.69% during the quarter. The current value of the position is $155,958 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)
2026-02-05 2025-12-31 13F BOEING COM 097023105 834 392 88.69 181 90.53 0.0188
2025-11-06 2025-09-30 13F BOEING COM 097023105 442 0 0.00 95 3.26 0.0102
2025-08-04 2025-06-30 13F BOEING COM 097023105 442 -60 -11.95 93 8.24 0.0106
2025-04-22 2025-03-31 13F BOEING COM 097023105 502 -60 -10.68 86 -14.14 0.0109
2025-01-30 2024-12-31 13F BOEING COM 097023105 562 60 11.95 99 30.26 0.0133
2024-10-16 2024-09-30 13F BOEING COM 097023105 502 -364 -42.03 76 -51.59 0.0104
2024-07-18 2024-06-30 13F BOEING COM 097023105 866 -262 -23.23 158 -27.65 0.0228
2024-04-25 2024-03-31 13F BOEING COM 097023105 1,128 7 0.62 218 -25.68 0.0325
2024-01-29 2023-12-31 13F BOEING COM 097023105 1,121 0 0.00 292 36.45 0.0537
2023-10-24 2023-09-30 13F BOEING COM 097023105 1,121 0 0.00 215 -9.32 0.0464
2023-08-09 2023-06-30 13F BOEING COM 097023105 1,121 0 0.00 237 -0.84 0.0497
2023-05-02 2023-03-31 13F BOEING COM 097023105 1,121 -100 -8.19 238 2.59 0.0549
2023-01-27 2022-12-31 13F BOEING COM 097023105 1,221 0 0.00 233 56.76 0.0565
2022-10-14 2022-09-30 13F BOEING COM 097023105 1,221 0 0.00 148 -11.38 0.0395
2022-08-12 2022-06-30 13F BOEING COM 097023105 1,221 0 0.00 167 -28.63 0.0424
2022-05-03 2022-03-31 13F BOEING COM 097023105 1,221 441 56.54 234 49.04 0.0480
2022-02-08 2021-12-31 13F BOEING COM 097023105 780 -573 -42.35 157 -47.32 0.0322
2021-11-17 2021-09-30 13F/A-1 BOEING COM 097023105 1,353 -114 -7.77 298 -15.34 0.0725
2021-10-27 2021-09-30 13F BOEING COM 097023105 1,353 -114 298 0.0725
2021-07-29 2021-06-30 13F BOEING COM 097023105 1,467 -100 -6.38 352 -11.78 0.0866
2021-05-10 2021-03-31 13F BOEING COM 097023105 1,567 -60 -3.69 399 14.66 0.1042
2021-02-09 2020-12-31 13F BOEING COM 097023105 1,627 -57 -3.38 348 25.18 0.0986
2020-11-12 2020-09-30 13F BOEING COM 097023105 1,684 0 0.00 278 -10.03 0.0894
2020-08-06 2020-06-30 13F BOEING COM 097023105 1,684 0 0.00 309 23.11 0.1080
2020-05-11 2020-03-31 13F BOEING COM 097023105 1,684 -303 -15.25 251 -61.21 0.0849
2020-02-14 2019-12-31 13F BOEING COM 097023105 1,987 1,987 647 0.1621
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.