The Boeing Company
US ˙ NYSE ˙ US0970231058

SecurityBA / The Boeing Company
InstitutionCertified Advisory Corp
Latest Disclosed Ownership4,164 shares
Latest Disclosed Value $ 828,798
Certified Advisory Corp reports 0.12% increase in ownership of BA / The Boeing Company

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 4,164 shares of The Boeing Company (US:BA) valued at $828,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 4,159 shares of The Boeing Company. This represents a change in shares of 0.12% during the quarter. The current value of the position is $876,855 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)
2026-04-17 2026-03-31 13F BOEING COM 097023105 4,164 5 0.12 829 -8.31 0.0743
2026-01-12 2025-12-31 13F BOEING COM 097023105 4,159 0 0.00 903 0.67 0.0823
2025-11-13 2025-09-30 13F BOEING COM 097023105 4,159 -4 -0.10 898 2.87 0.0853
2025-08-14 2025-06-30 13F BOEING COM 097023105 4,163 146 3.63 872 27.30 0.0907
2025-05-08 2025-03-31 13F BOEING COM 097023105 4,017 -190 -4.52 685 -7.93 0.0776
2025-01-15 2024-12-31 13F BOEING COM 097023105 4,207 -118 -2.73 745 13.24 0.0808
2024-11-12 2024-09-30 13F BOEING COM 097023105 4,325 -84 -1.91 658 -18.08 0.0729
2024-08-13 2024-06-30 13F BOEING CO COM Stock 097023105 4,409 -62 -1.39 803 -6.96 0.1007
2024-05-10 2024-03-31 13F BOEING CO COM Stock 097023105 4,471 -67 -1.48 863 -27.07 0.1204
2024-02-09 2023-12-31 13F BOEING CO COM Stock 097023105 4,538 228 5.29 1,183 43.10 0.1794
2023-11-13 2023-09-30 13F BOEING CO COM Stock 097023105 4,310 -85 -1.93 826 -10.99 0.1519
2023-08-14 2023-06-30 13F BOEING CO COM Stock 097023105 4,395 0 0.00 928 -0.54 0.1707
2023-05-17 2023-03-31 13F/A-1 BOEING CO COM Stock 097023105 4,395 -130 -2.87 934 8.24 0.1660
2023-05-15 2023-03-31 13F BOEING CO COM Stock 097023105 4,395 -130 934 0.1659
2023-02-15 2022-12-31 13F BOEING CO COM Stock 097023105 4,525 90 2.03 862 60.52 0.1704
2022-11-14 2022-09-30 13F BOEING COM 097023105 4,435 130 3.02 537 -8.83 0.1225
2022-08-15 2022-06-30 13F BOEING CO COM COM 097023105 4,305 -720 -14.33 589 -38.77 0.1313
2022-05-13 2022-03-31 13F BOEING CO COM Stock 097023105 5,025 211 4.38 962 -0.72 0.2044
2022-02-14 2021-12-31 13F BOEING CO COM Stock 097023105 4,814 245 5.36 969 -3.58 0.2137
2021-11-15 2021-09-30 13F BOEING CO COM Stock 097023105 4,569 159 3.61 1,005 -4.83 0.2442
2021-08-16 2021-06-30 13F BOEING CO COM Stock 097023105 4,410 900 25.64 1,056 18.12 0.2654
2021-05-10 2021-03-31 13F BOEING CO COM Stock 097023105 3,510 -32 -0.90 894 37.75 0.2318
2020-07-27 2020-06-30 13F BOEING CO COM Stock 097023105 3,542 26 0.74 649 23.85 0.2147
2020-04-27 2020-03-31 13F BOEING CO COM Stock 097023105 3,516 1,731 96.97 524 -9.81 0.2071
2020-01-29 2019-12-31 13F BOEING CO COM Stock 097023105 1,785 103 6.12 581 -9.22 0.1857
2019-11-12 2019-09-30 13F BOEING CO COM Stock 097023105 1,682 64 3.96 640 8.66 0.2223
2019-08-07 2019-06-30 13F BOEING CO COM Stock 097023105 1,618 103 6.80 589 1.90 0.2190
2019-05-07 2019-03-31 13F BOEING CO COM Stock 097023105 1,515 141 10.26 578 30.47 0.2428
2019-02-04 2018-12-31 13F BOEING CO COM Stock 097023105 1,374 252 22.46 443 6.24 0.2298
2018-11-13 2018-09-30 13F BOEING CO COM Stock 097023105 1,122 101 9.89 417 21.57 0.1929
2018-08-13 2018-06-30 13F BOEING CO COM COM 097023105 1,021 -19 -1.83 343 0.59 0.1907
2018-04-30 2018-03-31 13F BOEING CO COM COM 097023105 1,040 734 239.87 341 278.89 0.2021
2018-02-22 2017-12-31 13F BOEING CO COM COM 097023105 306 306 90 0.0647
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.