The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership4,355 shares
Latest Disclosed Value $ 866,684
Avantax Planning Partners, Inc. reports 4.34% increase in ownership of BCO / The Boeing Company

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 4,355 shares of The Boeing Company (DE:BCO) valued at $753,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,174 shares of The Boeing Company. This represents a change in shares of 4.34% during the quarter. The current value of the position is $803,236 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)
2026-05-04 2026-03-31 13F BOEING COM 097023105 4,355 181 4.34 867 -4.42 0.0238
2026-02-05 2025-12-31 13F BOEING COM 097023105 4,174 -96 -2.25 906 -1.63 0.0253
2025-10-31 2025-09-30 13F BOEING COM 097023105 4,270 105 2.52 921 5.62 0.0264
2025-08-11 2025-06-30 13F BOEING COM 097023105 4,165 -45 -1.07 873 21.62 0.0277
2025-04-29 2025-03-31 13F BOEING COM 097023105 4,210 -126 -2.91 718 -6.52 0.0254
2025-02-07 2024-12-31 13F BOEING COM 097023105 4,336 43 1.00 767 17.64 0.0277
2024-11-14 2024-09-30 13F BOEING COM 097023105 4,293 -2,923 -40.51 653 -50.34 0.0234
2024-08-09 2024-06-30 13F BOEING COM 097023105 7,216 -254 -3.40 1,313 -8.88 0.0422
2024-05-03 2024-03-31 13F BOEING COM 097023105 7,470 434 6.17 1,442 -21.43 0.0467
2024-02-09 2023-12-31 13F BOEING COM 097023105 7,036 -195 -2.70 1,834 32.42 0.0699
2023-11-06 2023-09-30 13F BOEING COM 097023105 7,231 -605 -7.72 1,386 -16.26 0.0580
2023-07-18 2023-06-30 13F BOEING COM 097023105 7,836 -659 -7.76 1,655 -8.31 0.0658
2023-04-21 2023-03-31 13F BOEING COM 097023105 8,495 -860 -9.19 1,804 1.29 0.0733
2023-02-10 2022-12-31 13F BOEING COM 097023105 9,355 178 1.94 1,782 60.31 0.0707
2022-10-14 2022-09-30 13F BOEING COM 097023105 9,177 -885 -8.80 1,111 -19.26 0.0500
2022-07-18 2022-06-30 13F BOEING COM 097023105 10,062 687 7.33 1,376 -23.34 0.0588
2022-05-09 2022-03-31 13F BOEING COM 097023105 9,375 -1,346 -12.55 1,795 -16.82 0.0713
2022-01-28 2021-12-31 13F BOEING COM 097023105 10,721 80 0.75 2,158 -7.78 0.0888
2021-10-27 2021-09-30 13F BOEING COM 097023105 10,641 183 1.75 2,340 -6.59 0.1079
2021-08-10 2021-06-30 13F BOEING COM 097023105 10,458 -458 -4.20 2,505 -9.92 0.1175
2021-05-06 2021-03-31 13F BOEING COM 097023105 10,916 -948 -7.99 2,781 9.49 0.1434
2021-02-04 2020-12-31 13F BOEING COM 097023105 11,864 -962 -7.50 2,540 19.81 0.1307
2020-10-28 2020-09-30 13F BOEING COM 097023105 12,826 248 1.97 2,120 -8.07 0.1120
2020-07-15 2020-06-30 13F BOEING COM 097023105 12,578 531 4.41 2,306 28.32 0.1302
2020-04-27 2020-03-31 13F BOEING COM 097023105 12,047 -1,667 -12.16 1,797 -59.78 0.1251
2020-01-15 2019-12-31 13F BOEING COM 097023105 13,714 -399 -2.83 4,468 -16.80 0.2629
2019-11-08 2019-09-30 13F BOEING COM 097023105 14,113 3,003 27.03 5,370 37.66 0.3298
2019-08-07 2019-06-30 13F BOEING COM 097023105 11,110 675 6.47 3,901 -1.98 0.2524
2019-05-08 2019-03-31 13F BOEING COM 097023105 10,435 -882 -7.79 3,980 9.04 0.2763
2019-02-14 2018-12-31 13F BOEING COM 097023105 11,317 -227 -1.97 3,650 -14.98 0.2753
2018-11-13 2018-09-30 13F BOEING COM 097023105 11,544 -95 -0.82 4,293 9.94 0.3437
2018-08-13 2018-06-30 13F BOEING COM 097023105 11,639 -216 -1.82 3,905 0.46 0.3488
2018-05-15 2018-03-31 13F BOEING COM 097023105 11,855 1,943 19.60 3,887 32.98 0.3338
2018-02-09 2017-12-31 13F BOEING COM 097023105 9,912 -1,631 -14.13 2,923 -0.37 0.2676
2017-10-19 2017-09-30 13F BOEING COM 097023105 11,543 -733 -5.97 2,934 20.84 0.2312
2017-07-27 2017-06-30 13F BOEING COM 097023105 12,276 1,127 10.11 2,428 23.12 0.2046
2017-04-12 2017-03-31 13F BOEING COM 097023105 11,149 206 1.88 1,972 15.73 0.1763
2017-02-09 2016-12-31 13F BOEING COM 097023105 10,943 10,943 1,704 0.1818
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.