The Boeing Company
US ˙ NYSE ˙ US0970231058

SecurityBA / The Boeing Company
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership9,761 shares
Latest Disclosed Value $ 2,106,551
Wetherby Asset Management Inc reports 17.70% increase in ownership of BA / The Boeing Company

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 9,761 shares of The Boeing Company (US:BA) valued at $2,106,717 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 8,293 shares of The Boeing Company. This represents a change in shares of 17.70% during the quarter. The current value of the position is $2,103,007 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.

Upgrade to unlock premium data and export to Excel .

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)
2025-11-14 2025-09-30 13F BOEING COM 097023105 9,761 1,468 17.70 2,107 21.24 0.0860
2025-08-14 2025-06-30 13F BOEING COM 097023105 8,293 360 4.54 1,737 23.72 0.0773
2025-02-14 2024-12-31 13F BOEING COM 097023105 7,933 -2,103 -20.95 1,404 -7.93 0.0673
2024-11-14 2024-09-30 13F BOEING COM 097023105 10,036 -67 -0.66 1,526 -17.03 0.0698
2024-08-14 2024-06-30 13F BOEING COM 097023105 10,103 -608 -5.68 1,839 -11.08 0.0867
2024-05-15 2024-03-31 13F BOEING COM 097023105 10,711 -463 -4.14 2,067 -29.02 0.0985
2024-02-14 2023-12-31 13F BOEING COM 097023105 11,174 -455 -3.91 2,913 30.70 0.1517
2023-11-14 2023-09-30 13F BOEING COM 097023105 11,629 413 3.68 2,229 -5.91 0.1264
2023-08-14 2023-06-30 13F BOEING COM 097023105 11,216 421 3.90 2,368 3.27 0.1275
2023-05-12 2023-03-31 13F BOEING COM 097023105 10,795 276 2.62 2,293 14.48 0.1342
2023-02-14 2022-12-31 13F BOEING COM 097023105 10,519 1,400 15.35 2,004 81.43 0.1287
2022-11-14 2022-09-30 13F BOEING COM 097023105 9,119 628 7.40 1,104 -4.91 0.0778
2022-08-15 2022-06-30 13F BOEING COM 097023105 8,491 -282 -3.21 1,161 -30.85 0.0792
2022-05-16 2022-03-31 13F BOEING COM 097023105 8,773 -375 -4.10 1,679 -8.85 0.0962
2022-02-14 2021-12-31 13F BOEING COM 097023105 9,148 449 5.16 1,842 -3.71 0.1034
2021-11-15 2021-09-30 13F BOEING COM 097023105 8,699 -405 -4.45 1,913 -12.29 0.1180
2021-08-16 2021-06-30 13F BOEING COM 097023105 9,104 385 4.42 2,181 -1.80 0.1331
2021-05-14 2021-03-31 13F BOEING COM 097023105 8,719 -2,081 -19.27 2,221 -3.94 0.1693
2021-02-11 2020-12-31 13F BOEING COM 097023105 10,800 2,396 28.51 2,312 66.45 0.1568
2020-12-16 2020-09-30 13F/A-01 BOEING COM 097023105 8,404 -92 -1.08 1,389 -10.79 0.1273
2020-11-13 2020-09-30 13F BOEING COM 097023105 9,115 619 1,506 95,794.8235
2020-08-14 2020-06-30 13F BOEING COM 097023105 8,496 210 2.53 1,557 25.97 0.1476
2020-05-06 2020-03-31 13F BOEING COM 097023105 8,286 -2,466 -22.94 1,236 -64.71 0.1387
2020-01-28 2019-12-31 13F BOEING COM 097023105 10,752 -181 -1.66 3,502 -15.82 0.3449
2019-10-31 2019-09-30 13F BOEING COM 097023105 10,933 211 1.97 4,160 6.58 0.4343
2019-07-25 2019-06-30 13F BOEING COM 097023105 10,722 1,420 15.27 3,903 10.01 0.4272
2019-07-25 2019-03-31 13F/A-1 BOEING COM 097023105 9,302 39 0.42 3,548 18.78 0.4418
2019-05-09 2019-03-31 13F BOEING COM 097023105 9,302 39 3,548
2019-01-30 2018-12-31 13F BOEING COM 097023105 9,263 -245 -2.58 2,987 -15.53 0.4225
2018-11-07 2018-09-30 13F BOEING COM 097023105 9,508 409 4.49 3,536 15.86 0.4368
2018-07-24 2018-06-30 13F BOEING COM 097023105 9,099 -1,269 -12.24 3,052 -10.24 0.4132
2018-05-04 2018-03-31 13F BOEING COM 097023105 10,368 -358 -3.34 3,400 7.46 0.4693
2018-02-09 2017-12-31 13F BOEING COM 097023105 10,726 173 1.64 3,164 17.93 0.4390
2017-11-13 2017-09-30 13F BOEING COM 097023105 10,553 -1,087 -9.34 2,683 16.60 0.3991
2017-08-01 2017-06-30 13F BOEING COM 097023105 11,640 321 2.84 2,301 14.94 0.3915
2017-04-27 2017-03-31 13F BOEING COM 097023105 11,319 426 3.91 2,002 18.04 0.3600
2017-02-08 2016-12-31 13F BOEING COM 097023105 10,893 -197 -1.78 1,696 16.08 0.3322
2016-11-14 2016-09-30 13F BOEING COM 097023105 11,090 146 1.33 1,461 2.81 0.2956
2016-08-10 2016-06-30 13F BOEING COM 097023105 10,944 -214 -1.92 1,421 0.35 0.3150
2016-05-10 2016-03-31 13F BOEING COM 097023105 11,158 -1,331 -10.66 1,416 -21.55 0.3337
2016-02-08 2015-12-31 13F BOEING COM 097023105 12,489 -32 -0.26 1,805 10.06 0.4328
2015-11-12 2015-09-30 13F BOEING COM 097023105 12,521 -163 -1.29 1,640 -6.77 0.4202
2015-08-12 2015-06-30 13F BOEING COM 097023105 12,684 618 5.12 1,759 -2.87 0.4229
2015-05-08 2015-03-31 13F BOEING COM 097023105 12,066 667 5.85 1,811 22.28 0.4409
2015-02-12 2014-12-31 13F BOEING COM 097023105 11,399 905 8.62 1,481 10.85 0.3725
2014-11-03 2014-09-30 13F BOEING COM 097023105 10,494 -419 -3.84 1,336 -3.75 0.3725
2014-08-01 2014-06-30 13F BOEING COM 097023105 10,913 -388 -3.43 1,388 -2.12 0.3918
2014-05-05 2014-03-31 13F/A-1 BOEING COM 097023105 11,301 -99 -0.87 1,418 -8.87 0.4065
2014-04-30 2014-03-31 13F BOEING COM 097023105 11,301 1,418
2014-01-29 2013-12-31 13F BOEING COM 097023105 11,400 110 0.97 1,556 17.26 0.4438
2013-10-29 2013-09-30 13F BOEING COM 097023105 11,290 239 2.16 1,327 17.23 0.4140
2013-07-24 2013-06-30 13F BOEING COM 097023105 11,051 11,051 1,132 0.3945
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.