The Boeing Company
AT ˙ WBAG ˙ US0970231058
€ 185,80 ↑1,20 (0,65%)
2026-06-04
AKTIENPREIS
SecurityAT:BA / The Boeing Company
InstitutionGradient Capital Advisors, LLC
Latest Disclosed Ownership1,745 shares
Latest Disclosed Value $ 347,367
Gradient Capital Advisors, LLC ownership in BA / The Boeing Company

On April 15, 2026 - Gradient Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 1,745 shares of The Boeing Company (AT:BA) valued at $294,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,745 shares of The Boeing Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $324,221 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 CO COM Stock 097023105 1,745 0 0.00 347 -8.20 0.0900
2026-02-06 2025-12-31 13F BOEING CO COM Stock 097023105 1,745 128 7.92 379 8.62 0.0977
2025-10-27 2025-09-30 13F BOEING CO COM Stock 097023105 1,617 22 1.38 349 4.19 0.0935
2025-07-16 2025-06-30 13F BOEING CO COM Stock 097023105 1,595 67 4.38 334 28.46 0.0987
2025-05-05 2025-03-31 13F BOEING CO COM Stock 097023105 1,528 135 9.69 261 5.69 0.0851
2025-01-29 2024-12-31 13F BOEING CO COM Stock 097023105 1,393 0 0.00 247 16.59 0.0795
2024-10-16 2024-09-30 13F BOEING CO COM Stock 097023105 1,393 -192 -12.11 212 -26.74 0.0701
2024-07-22 2024-06-30 13F BOEING CO COM Stock 097023105 1,585 -152 -8.75 289 -14.03 0.1031
2024-04-17 2024-03-31 13F BOEING CO COM Stock 097023105 1,737 -156 -8.24 335 -32.05 0.1231
2024-02-01 2023-12-31 13F BOEING CO COM Stock 097023105 1,893 178 10.38 493 50.30 0.1879
2023-10-25 2023-09-30 13F BOEING CO COM Stock 097023105 1,715 41 2.45 329 -7.08 0.1374
2023-07-19 2023-06-30 13F BOEING CO COM Stock 097023105 1,674 0 0.00 354 -0.56 0.1418
2023-04-18 2023-03-31 13F BOEING CO COM Stock 097023105 1,674 0 0.00 356 11.64 0.1512
2023-02-06 2022-12-31 13F BOEING CO COM Stock 097023105 1,674 0 0.00 319 56.65 0.1449
2022-11-07 2022-09-30 13F BOEING CO COM Stock 097023105 1,674 1,674 203 0.0969
2022-07-15 2022-06-30 13F BOEING CO COM Stock 097023105 0 -1,702 -100.00 0 -100.00
2022-04-29 2022-03-31 13F BOEING CO COM Stock 097023105 1,702 -233 -12.04 326 -16.41 0.1381
2022-01-31 2021-12-31 13F BOEING CO COM Stock 097023105 1,935 -27 -1.38 390 -9.72 0.1623
2021-11-02 2021-09-30 13F BOEING CO COM Stock 097023105 1,962 -12 -0.61 432 -8.67 0.1981
2021-08-02 2021-06-30 13F BOEING CO COM Stock 097023105 1,974 99 5.28 473 -1.05 0.2217
2021-04-21 2021-03-31 13F BOEING CO COM Stock 097023105 1,875 54 2.97 478 22.56 0.2530
2021-01-20 2020-12-31 13F BOEING CO COM Stock 097023105 1,821 -49 -2.62 390 26.21 0.2224
2020-10-21 2020-09-30 13F BOEING CO COM Stock 097023105 1,870 -30 -1.58 309 -11.21 0.1929
2020-07-28 2020-06-30 13F BOEING CO COM Stock 097023105 1,900 50 2.70 348 26.09 0.2353
2020-04-22 2020-03-31 13F BOEING CO COM Stock 097023105 1,850 -533 -22.37 276 -64.43 0.2228
2020-01-16 2019-12-31 13F BOEING CO COM Stock 097023105 2,383 -799 -25.11 776 -35.92 0.5401
2019-10-21 2019-09-30 13F BOEING CO COM Stock 097023105 3,182 1,079 51.31 1,211 58.09 0.9044
2019-07-16 2019-06-30 13F BOEING CO COM Stock 097023105 2,103 305 16.96 766 11.66 0.5885
2019-04-16 2019-03-31 13F BOEING CO COM Stock 097023105 1,798 225 14.30 686 35.31 0.5470
2019-01-30 2018-12-31 13F BOEING CO COM Stock 097023105 1,573 2 0.13 507 -13.18 0.4380
2018-11-06 2018-09-30 13F BOEING CO COM Stock 097023105 1,571 4 0.26 584 11.03 0.4924
2018-07-26 2018-06-30 13F BOEING CO COM Stock 097023105 1,567 128 8.90 526 11.44 0.4887
2018-04-20 2018-03-31 13F BOEING CO COM Stock 097023105 1,439 97 7.23 472 19.19 0.4715
2018-02-12 2017-12-31 13F BOEING CO COM Stock 097023105 1,342 1,342 396 0.4058
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.