The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionPlanning Directions Inc
Latest Disclosed Ownership1,455 shares
Latest Disclosed Value $ 289,665
Planning Directions Inc ownership in BCO / The Boeing Company

On April 15, 2026 - Planning Directions Inc filed a 13F-HR form disclosing ownership of 1,455 shares of The Boeing Company (DE:BCO) valued at $251,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,455 shares of The Boeing Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $268,360 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)
2026-04-15 2026-03-31 13F BOEING COM 097023105 1,455 0 0.00 290 -8.25 0.1466
2026-01-21 2025-12-31 13F BOEING COM 097023105 1,455 0 0.00 316 0.32 0.1592
2025-11-13 2025-09-30 13F BOEING COM 097023105 1,455 0 0.00 314 3.29 0.1640
2025-08-01 2025-06-30 13F BOEING COM 097023105 1,455 0 0.00 305 22.58 0.1716
2025-04-30 2025-03-31 13F BOEING COM 097023105 1,455 -252 -14.76 248 -17.88 0.1061
2025-02-06 2024-12-31 13F BOEING COM 097023105 1,707 -720 -29.67 302 -17.93 0.1753
2024-11-07 2024-09-30 13F BOEING COM 097023105 2,427 -80 -3.19 369 -19.30 0.2197
2024-08-09 2024-06-30 13F BOEING COM 097023105 2,507 -397 -13.67 456 -18.57 0.3109
2024-05-09 2024-03-31 13F BOEING COM 097023105 2,904 -66 -2.22 560 -27.65 0.3894
2024-01-31 2023-12-31 13F BOEING COM 097023105 2,970 -100 -3.26 774 0.5523
2023-10-27 2023-09-30 13F BOEING COM 097023105 3,070 -1,000 -24.57 1 0.4501
2023-07-19 2023-06-30 13F BOEING COM 097023105 4,070 493 13.78 1 0.6250
2023-05-11 2023-03-31 13F BOEING COM 097023105 3,577 0 0.00 1 0.5651
2023-02-08 2022-12-31 13F BOEING COM 097023105 3,577 126 3.65 1 -100.00 0.5198
2022-11-08 2022-09-30 13F BOEING COM 097023105 3,451 0 0.00 418 -11.44 0.3377
2022-08-03 2022-06-30 13F BOEING COM 097023105 3,451 272 8.56 472 -22.50 0.3618
2022-05-19 2022-03-31 13F BOEING COM 097023105 3,179 1,490 88.22 609 79.12 0.4277
2022-01-27 2021-12-31 13F BOEING COM 097023105 1,689 -391 -18.80 340 -25.60 0.2264
2021-11-09 2021-09-30 13F BOEING COM 097023105 2,080 55 2.72 457 -5.77 0.3326
2021-07-28 2021-06-30 13F BOEING COM 097023105 2,025 -100 -4.71 485 -10.35 0.3543
2021-04-28 2021-03-31 13F BOEING COM 097023105 2,125 -118 -5.26 541 12.71 0.4257
2021-01-26 2020-12-31 13F BOEING COM 097023105 2,243 -225 -9.12 480 17.65 0.3890
2020-11-02 2020-09-30 13F BOEING COM 097023105 2,468 -693 -21.92 408 -29.53 0.3594
2020-07-21 2020-06-30 13F BOEING COM 097023105 3,161 3,161 28.08 579 41.91 0.5404
2020-05-05 2020-03-31 13F BOEING COM 097023105 0 -2,800 -100.00 0 -100.00
2020-01-14 2019-12-31 13F BOEING COM 097023105 2,800 115 4.28 912 -10.76 0.8434
2019-10-25 2019-09-30 13F BOEING COM 097023105 2,685 -943 -25.99 1,022 -22.58 0.9804
2019-07-15 2019-06-30 13F BOEING COM 097023105 3,628 -140 -3.72 1,320 -8.14 1.3397
2019-04-03 2019-03-31 13F BOEING COM 097023105 3,768 16 0.43 1,437 18.76 1.7080
2019-01-16 2018-12-31 13F BOEING COM 097023105 3,752 -50 -1.32 1,210 -14.43 1.4957
2018-10-05 2018-09-30 13F BOEING COM 097023105 3,802 15 0.40 1,414 11.25 1.3142
2018-09-05 2018-06-30 13F BOEING COM 097023105 3,787 1,155 43.88 1,271 47.28 1.2279
2018-05-09 2018-03-31 13F BOEING COM 097023105 2,632 2,632 863 0.8456
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.