The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionGradient Investments LLC
Latest Disclosed Ownership5,630 shares
Latest Disclosed Value $ 1,120,539
Gradient Investments LLC reports 8.65% increase in ownership of BCO / The Boeing Company

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 5,630 shares of The Boeing Company (DE:BCO) valued at $974,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 5,182 shares of The Boeing Company. This represents a change in shares of 8.65% during the quarter. The current value of the position is $1,038,397 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)
2026-04-13 2026-03-31 13F BOEING COM 097023105 5,630 448 8.65 1,121 -0.44 0.0174
2026-01-08 2025-12-31 13F BOEING COM 097023105 5,182 -154 -2.89 1,125 -2.26 0.0179
2025-10-06 2025-09-30 13F BOEING COM 097023105 5,336 610 12.91 1,152 16.26 0.0192
2025-07-08 2025-06-30 13F BOEING COM 097023105 4,726 -787 -14.28 990 5.32 0.0181
2025-04-09 2025-03-31 13F BOEING COM 097023105 5,513 104 1.92 940 -1.78 0.0190
2025-01-21 2024-12-31 13F BOEING COM 097023105 5,409 -217 -3.86 957 11.93 0.0194
2024-10-15 2024-09-30 13F BOEING COM 097023105 5,626 2,542 82.43 855 52.41 0.0178
2024-07-18 2024-06-30 13F BOEING COM 097023105 3,084 11 0.36 561 -5.40 0.0126
2024-04-23 2024-03-31 13F BOEING COM 097023105 3,073 -4,142 -57.41 593 -68.46 0.0138
2024-01-18 2023-12-31 13F BOEING COM 097023105 7,215 171 2.43 1,881 39.26 0.0455
2023-10-27 2023-09-30 13F BOEING COM 097023105 7,044 -23 -0.33 1,350 -9.52 0.0356
2023-07-11 2023-06-30 13F BOEING COM 097023105 7,067 211 3.08 1,492 2.47 0.0384
2023-04-17 2023-03-31 13F BOEING COM 097023105 6,856 -2,099 -23.44 1,457 -14.60 0.0397
2023-01-10 2022-12-31 13F BOEING COM 097023105 8,955 -548 -5.77 1,706 48.13 0.0538
2022-10-14 2022-09-30 13F BOEING COM 097023105 9,503 920 10.72 1,151 -1.96 0.0352
2022-07-11 2022-06-30 13F BOEING COM 097023105 8,583 75 0.88 1,174 -27.93 0.0343
2022-05-26 2022-03-31 13F BOEING COM 097023105 8,508 10 0.12 1,629 -4.79 0.0418
2022-01-12 2021-12-31 13F BOEING COM 097023105 8,498 26 0.31 1,711 -8.16 0.0434
2021-10-18 2021-09-30 13F BOEING COM 097023105 8,472 550 6.94 1,863 -1.84 0.0522
2021-07-12 2021-06-30 13F BOEING COM 097023105 7,922 145 1.86 1,898 -4.19 0.0555
2021-04-21 2021-03-31 13F BOEING COM 097023105 7,777 1,883 31.95 1,981 103.39 0.0644
2021-01-08 2020-12-31 13F BOEING COM 097023105 5,894 0 0.00 974 0.00 0.0413
2020-10-06 2020-09-30 13F BOEING COM 097023105 5,894 -894 -13.17 974 -21.70 0.0409
2020-07-10 2020-06-30 13F BOEING COM 097023105 6,788 -46,877 -87.35 1,244 -84.46 0.0567
2020-04-07 2020-03-31 13F BOEING COM 097023105 53,665 13,807 34.64 8,004 -38.35 0.4313
2020-01-15 2019-12-31 13F BOEING COM 097023105 39,858 28,921 264.43 12,984 212.04 0.5782
2019-10-10 2019-09-30 13F BOEING COM 097023105 10,937 1,308 13.58 4,161 18.72 0.2038
2019-07-16 2019-06-30 13F BOEING COM 097023105 9,629 5,021 108.96 3,505 99.37 0.1799
2019-04-11 2019-03-31 13F BOEING COM 097023105 4,608 7 0.15 1,758 18.46 0.1137
2019-01-18 2018-12-31 13F BOEING COM 097023105 4,601 631 15.89 1,484 0.54 0.0890
2018-10-11 2018-09-30 13F BOEING COM 097023105 3,970 1 0.03 1,476 10.81 0.0757
2018-08-09 2018-06-30 13F BOEING COM 097023105 3,969 914 29.92 1,332 32.93 0.0711
2018-04-10 2018-03-31 13F BOEING COM 097023105 3,055 538 21.37 1,002 35.04 0.0542
2018-02-07 2017-12-31 13F BOEING COM 097023105 2,517 74 3.03 742 19.48 0.0429
2017-10-16 2017-09-30 13F BOEING COM 097023105 2,443 -168 -6.43 621 20.35 0.0397
2017-07-19 2017-06-30 13F BOEING COM 097023105 2,611 0 0.00 516 11.69 0.0362
2017-04-11 2017-03-31 13F BOEING COM 097023105 2,611 142 5.75 462 20.31 0.0353
2017-01-17 2016-12-31 13F BOEING COM 097023105 2,469 0 0.00 384 18.15 0.0336
2016-10-11 2016-09-30 13F BOEING COM 097023105 2,469 100 4.22 325 5.52 0.0319
2016-07-14 2016-06-30 13F BOEING COM 097023105 2,369 0 0.00 308 2.33 0.0333
2016-04-13 2016-03-31 13F BOEING COM 097023105 2,369 1,824 334.68 301 281.01 0.0371
2016-01-19 2015-12-31 13F BOEING COM 097023105 545 -1 -0.18 79 11.27 0.0105
2015-10-14 2015-09-30 13F BOEING COM 097023105 546 1 0.18 71 -6.58 0.0101
2015-08-25 2015-06-30 13F BOEING COM 097023105 545 105 23.86 76 15.15 0.0104
2015-04-10 2015-03-31 13F BOEING COM 097023105 440 95 27.54 66 46.67 0.0099
2015-01-15 2014-12-31 13F BOEING COM 097023105 345 200 137.93 45 150.00 0.0074
2014-10-14 2014-09-30 13F BOEING COM 097023105 145 0 0.00 18 0.00 0.0033
2014-07-11 2014-06-30 13F BOEING COM 097023105 145 -617 -80.97 18 -82.69 0.0087
2014-01-13 2013-12-31 13F BOEING COM 097023105 762 762 796.47 104 1,055.56 0.0277
2013-10-15 2013-09-30 13F BOEING COM 097023105 0 -85 -100.00 0 -100.00
2013-07-19 2013-06-30 13F BOEING COM 097023105 85 85 9 0.0034
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.