The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership28,008 shares
Latest Disclosed Value $ 5,574,457
EP Wealth Advisors, Inc. reports 4.20% increase in ownership of BCO / The Boeing Company

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 28,008 shares of The Boeing Company (DE:BCO) valued at $4,846,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 26,878 shares of The Boeing Company. This represents a change in shares of 4.20% during the quarter. The current value of the position is $5,165,796 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F BOEING COM 097023105 28,008 1,130 4.20 5,574 -4.47 0.0274
2026-02-18 2025-12-31 13F BOEING COM 097023105 26,878 1,593 6.30 5,836 10.16 0.0303
2025-08-14 2025-06-30 13F Boeing COM 097023105 25,285 5,075 25.11 5,298 53.71 0.0348
2025-05-15 2025-03-31 13F BOEING COM 097023105 20,210 -9,082 -31.01 3,447 -33.53 0.0275
2025-02-14 2024-12-31 13F BOEING COM 097023105 29,292 297 1.02 5,185 17.60 0.0423
2024-11-15 2024-09-30 13F BOEING COM 097023105 28,995 -8,657 -22.99 4,408 -35.67 0.0379
2024-08-19 2024-06-30 13F Boeing COM 097023105 37,652 1,150 3.15 6,853 -2.73 0.0728
2024-05-14 2024-03-31 13F BOEING COM 097023105 36,502 -597 -1.61 7,044 -27.16 0.0823
2024-02-28 2023-12-31 13F Boeing COM 097023105 37,099 -5,993 -13.91 9,670 17.08 0.1233
2023-11-24 2023-09-30 13F BOEING COM 097023105 43,092 3,127 7.82 8,260 5.55 0.1281
2023-08-14 2023-06-30 13F BOEING COM 097023105 39,965 25,071 168.33 7,825 657.50 0.1128
2023-06-05 2023-03-31 13F BOEING COM 097023105 14,894 -12,290 -45.21 1,034 -80.05 0.0178
2023-06-12 2022-12-31 13F BOEING COM 097023105 27,184 8,083 42.32 5,178 123.87 0.0933
2022-12-02 2022-09-30 13F BOEING COM 097023105 19,101 1,887 10.96 2,313 -1.70 0.0525
2022-08-11 2022-06-30 13F BOEING COM 097023105 17,214 2,890 20.18 2,353 -14.22 0.0530
2022-05-20 2022-03-31 13F BOEING COM 097023105 14,324 -673 -4.49 2,743 -9.14 0.0602
2022-02-17 2021-12-31 13F BOEING COM 097023105 14,997 -423 -2.74 3,019 -10.97 0.0714
2021-11-23 2021-09-30 13F/A-1 BOEING COM 097023105 15,420 1,922 14.24 3,391 4.89 0.0930
2021-11-16 2021-09-30 13F BOEING COM 097023105 4,428 -9,070 3,391 0.0930
2021-08-24 2021-06-30 13F BOEING COM 097023105 13,498 -10 -0.07 3,233 -6.04 0.0896
2021-05-17 2021-03-31 13F BOEING COM 097023105 13,508 1,800 15.37 3,441 37.31 0.1094
2021-02-18 2020-12-31 13F BOEING COM 097023105 11,708 -1,202 -9.31 2,506 17.49 0.0881
2020-11-17 2020-09-30 13F BOEING COM 097023105 12,910 2,729 26.80 2,133 14.31 0.0918
2020-08-14 2020-06-30 13F BOEING COM 097023105 10,181 -1,251 -10.94 1,866 9.44 0.0797
2020-05-18 2020-03-31 13F BOEING COM 097023105 11,432 1,112 10.78 1,705 -49.29 0.0834
2020-02-14 2019-12-31 13F BOEING COM 097023105 10,320 -975 -8.63 3,362 -21.76 0.1385
2019-11-18 2019-09-30 13F BOEING COM 097023105 11,295 11,295 9.45 4,297 27.81 0.2131
2019-08-27 2019-06-30 13F BOEING COM 097023105 0 -9,404 -100.00 0 -100.00
2019-05-20 2019-03-31 13F BOEING COM 097023105 9,404 312 3.43 3,587 22.34 0.3449
2019-02-15 2018-12-31 13F BOEING COM 097023105 9,092 37 0.41 2,932 -12.95 0.2262
2018-11-15 2018-09-30 13F BOEING COM 097023105 9,055 2,058 29.41 3,368 43.44 0.2632
2018-08-14 2018-06-30 13F BOEING COM 097023105 6,997 644 10.14 2,348 12.72 0.2215
2018-05-15 2018-03-31 13F BOEING COM 097023105 6,353 817 14.76 2,083 27.56 0.2013
2018-02-15 2017-12-31 13F BOEING COM 097023105 5,536 145 2.69 1,633 19.20 0.1723
2017-11-15 2017-09-30 13F BOEING COM 097023105 5,391 203 3.91 1,370 33.53 0.1582
2017-08-17 2017-06-30 13F BOEING COM 097023105 5,188 384 7.99 1,026 20.71 0.1258
2017-05-15 2017-03-31 13F BOEING COM 097023105 4,804 -850 -15.03 850 2.91 0.1172
2017-02-15 2016-12-31 13F BOEING COM 097023105 5,654 1,267 28.88 826 42.91 0.1207
2016-11-14 2016-09-30 13F BOEING COM 097023105 4,387 284 6.92 578 8.44 0.0903
2016-08-15 2016-06-30 13F BOEING COM 097023105 4,103 -2,224 -35.15 533 -33.62 0.0849
2016-05-16 2016-03-31 13F BOEING COM 097023105 6,327 -644 -9.24 803 -20.34 0.1231
2016-02-16 2015-12-31 13F BOEING COM 097023105 6,971 5,223 298.80 1,008 340.17 0.1694
2015-11-17 2015-09-30 13F BOEING COM 097023105 1,748 -72 -3.96 229 -9.13 0.0437
2015-08-14 2015-06-30 13F Boeing Common 097023105 1,820 179 10.91 253 2.44 0.0473
2015-05-15 2015-03-31 13F Boeing Common 097023105 1,641 -259 -13.63 246 -0.40 0.0463
2015-02-17 2014-12-31 13F Boeing Common 097023105 1,900 -297 -13.52 247 -11.79 0.0407
2014-11-12 2014-09-30 13F Boeing Common 097023105 2,197 -7,825 -78.08 280 -78.04 0.0453
2014-07-25 2014-06-30 13F Boeing Common 097023105 10,022 -470 -4.48 1,275 -3.19 0.2963
2014-05-15 2014-03-31 13F BoeingCo Common 097023105 10,492 -347 -3.20 1,317 -10.95 0.3602
2014-02-14 2013-12-31 13F Boeing Common 097023105 10,839 -6,777 -38.47 1,479 -28.55 0.3836
2013-11-14 2013-09-30 13F Boeing Common 097023105 17,616 8,702 97.62 2,070 126.73 0.6504
2013-08-14 2013-06-30 13F Boeing Common 097023105 8,914 8,914 913 0.3294
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.