The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership20,074 shares
Latest Disclosed Value $ 3,995,242
Institute for Wealth Management, LLC. reports 3.75% decrease in ownership of BCO / The Boeing Company

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 20,074 shares of The Boeing Company (DE:BCO) valued at $3,473,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 20,856 shares of The Boeing Company. This represents a change in shares of -3.75% during the quarter. The current value of the position is $3,702,449 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)
2026-05-14 2026-03-31 13F BOEING COM 097023105 20,074 -782 -3.75 3,995 -11.77 0.4257
2026-01-27 2025-12-31 13F BOEING COM 097023105 20,856 148 0.71 4,528 1.32 0.4798
2025-10-17 2025-09-30 13F BOEING COM 097023105 20,708 -84 -0.40 4,469 2.59 0.4655
2025-07-18 2025-06-30 13F BOEING COM 097023105 20,792 625 3.10 4,356 26.66 0.4858
2025-04-21 2025-03-31 13F BOEING COM 097023105 20,167 1,090 5.71 3,439 1.87 0.4413
2025-01-23 2024-12-31 13F BOEING COM 097023105 19,077 2,351 14.06 3,377 32.81 0.4230
2024-11-12 2024-09-30 13F BOEING COM 097023105 16,726 505 3.11 2,543 -13.89 0.3209
2024-07-25 2024-06-30 13F BOEING COM 097023105 16,221 343 2.16 2,952 -3.66 0.3957
2024-04-30 2024-03-31 13F BOEING COM 097023105 15,878 -1,377 -7.98 3,064 -31.87 0.3949
2024-01-31 2023-12-31 13F BOEING COM 097023105 17,255 1,364 8.58 4,498 47.68 0.7297
2023-10-13 2023-09-30 13F BOEING COM 097023105 15,891 -230 -1.43 3,046 -10.55 0.5493
2023-07-25 2023-06-30 13F BOEING COM 097023105 16,121 -54 -0.33 3,404 -0.90 0.5742
2023-04-20 2023-03-31 13F BOEING COM 097023105 16,175 -250 -1.52 3,436 9.81 0.6562
2023-02-02 2022-12-31 13F BOEING COM 097023105 16,425 939 6.06 3,129 66.83 0.6577
2022-10-18 2022-09-30 13F BOEING COM 097023105 15,486 210 1.37 1,875 -10.24 0.4207
2022-07-25 2022-06-30 13F BOEING COM 097023105 15,276 72 0.47 2,089 -28.26 0.4102
2022-04-29 2022-03-31 13F BOEING COM 097023105 15,204 881 6.15 2,912 0.97 0.4711
2022-01-21 2021-12-31 13F BOEING COM 097023105 14,323 314 2.24 2,884 -6.39 0.4699
2021-11-15 2021-09-30 13F BOEING COM 097023105 14,009 339 2.48 3,081 -5.92 0.5407
2021-07-21 2021-06-30 13F BOEING COM 097023105 13,670 319 2.39 3,275 -3.70 0.5750
2021-05-04 2021-03-31 13F BOEING COM 097023105 13,351 300 2.30 3,401 21.73 0.6466
2021-02-01 2020-12-31 13F BOEING COM 097023105 13,051 228 1.78 2,794 31.85 0.5554
2020-11-03 2020-09-30 13F BOEING COM 097023105 12,823 -2,363 -15.56 2,119 -23.89 0.4837
2020-07-30 2020-06-30 13F BOEING COM 097023105 15,186 341 2.30 2,784 25.75 0.6816
2020-04-29 2020-03-31 13F BOEING COM 097023105 14,845 -560 -3.64 2,214 -55.88 0.6827
2020-02-27 2019-12-31 13F/A-1 BOEING COM 097023105 15,405 627 4.24 5,018 -10.76 1.1331
2020-01-27 2019-12-31 13F BOEING COM 097023105 5,018 -9,760 5,018 1,165,280.3128
2019-10-28 2019-09-30 13F BOEING COM 097023105 14,778 -1,394 -8.62 5,623 -4.48 1.4174
2019-08-02 2019-06-30 13F BOEING COM 097023105 16,172 -577 -3.44 5,887 -7.84 1.3031
2019-05-15 2019-03-31 13F BOEING COM 097023105 16,749 -51 -0.30 6,388 17.90 1.3888
2019-02-08 2018-12-31 13F BOEING COM 097023105 16,800 477 2.92 5,418 -9.20 2.2239
2018-10-29 2018-09-30 13F BOEING COM 097023105 16,323 242 1.50 5,967 10.58 2.0139
2018-08-10 2018-06-30 13F BOEING COM 097023105 16,081 -704 -4.19 5,396 -3.54 1.7194
2018-05-15 2018-03-31 13F BOEING COM 097023105 16,785 152 0.91 5,594 14.23 1.6489
2018-02-12 2017-12-31 13F BOEING COM 097023105 16,633 -972 -5.52 4,897 9.60 1.1303
2017-11-14 2017-09-30 13F BOEING COM 097023105 17,605 164 0.94 4,468 29.06 1.4528
2017-08-14 2017-06-30 13F BOEING COM 097023105 17,441 17,441 3,462 0.9524
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.