The Boeing Company
AT ˙ WBAG ˙ US0970231058
€ 185,80 ↑1,20 (0,65%)
2026-06-04
AKTIENPREIS
SecurityAT:BA / The Boeing Company
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership31,755 shares
Latest Disclosed Value $ 6,320,158
Sowell Financial Services LLC reports 2.84% increase in ownership of BA / The Boeing Company

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 31,755 shares of The Boeing Company (AT:BA) valued at $5,353,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 30,878 shares of The Boeing Company. This represents a change in shares of 2.84% during the quarter. The current value of the position is $5,900,079 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)
2026-04-20 2026-03-31 13F BOEING COM 097023105 31,755 877 2.84 6,320 -5.73 0.2337
2026-01-21 2025-12-31 13F BOEING COM 097023105 30,878 1,734 5.95 6,704 6.58 0.2463
2025-10-17 2025-09-30 13F BOEING COM 097023105 29,144 -494 -1.67 6,290 1.30 0.2414
2025-07-14 2025-06-30 13F BOEING COM 097023105 29,638 59 0.20 6,210 23.10 0.2529
2025-04-17 2025-03-31 13F BOEING COM 097023105 29,579 1,166 4.10 5,045 0.30 0.2296
2025-02-07 2024-12-31 13F BOEING COM 097023105 28,413 -2,238 -7.30 5,029 7.92 0.2645
2024-10-04 2024-09-30 13F BOEING COM 097023105 30,651 -617 -1.97 4,660 -18.12 0.2165
2024-08-13 2024-06-30 13F BOEING COM 097023105 31,268 -1,364 -4.18 5,691 -9.64 0.2718
2024-05-03 2024-03-31 13F BOEING COM 097023105 32,632 -4,272 -11.58 6,298 -34.53 0.2971
2024-01-24 2023-12-31 13F BOEING COM 097023105 36,904 1,081 3.02 9,619 40.08 0.5211
2023-11-08 2023-09-30 13F BOEING COM 097023105 35,823 2,131 6.32 6,867 -3.47 0.4310
2023-08-14 2023-06-30 13F BOEING COM 097023105 33,692 4,542 15.58 7,114 118,466.67 0.3966
2023-05-12 2023-03-31 13F BOEING STOCK 097023105 29,150 -7,124 -19.64 6 0.00 0.4778
2023-02-09 2022-12-31 13F Boeing Stock 097023105 36,274 36,274 7 0.4473
2022-05-13 2022-03-31 13F BOEING CO COM Stock 097023105 0 -18,792 -100.00 0 -100.00
2022-02-09 2021-12-31 13F BOEING CO COM Stock 097023105 18,792 -8,118 -30.17 3,783 -36.09 0.2169
2021-11-04 2021-09-30 13F BOEING CO COM Stock 097023105 26,910 -457 -1.67 5,919 -9.72 0.3997
2021-08-05 2021-06-30 13F BOEING CO COM Stock 097023105 27,367 -17,521 -39.03 6,556 -36.45 0.4344
2021-05-07 2021-03-31 13F BOEING CO COM Stock 097023105 44,888 2,931 6.99 10,316 14.86 0.3591
2021-01-13 2020-12-31 13F BOEING CO COM COM 097023105 41,957 790 1.92 8,981 32.02 0.3837
2020-11-12 2020-09-30 13F BOEING CO COM COM 097023105 41,167 -782 -1.86 6,803 -11.52 0.3398
2020-08-13 2020-06-30 13F BOEING CO COM Stock 097023105 41,949 2,958 7.59 7,689 32.23 0.4226
2020-05-12 2020-03-31 13F BOEING CO COM Stock 097023105 38,991 7,658 24.44 5,815 -43.03 0.4303
2020-02-07 2019-12-31 13F BOEING CO COM Stock 097023105 31,333 1,193 3.96 10,207 -10.99 0.7778
2019-11-14 2019-09-30 13F BOEING CO COM COM 097023105 30,140 -237 -0.78 11,467 -1.03 0.9475
2019-05-15 2019-03-31 13F BOEING CO COM Stock 097023105 30,377 -708 -2.28 11,586 15.57 1.2934
2019-03-05 2018-12-31 13F BOEING COM 097023105 31,085 3,161 11.32 10,025 -3.47 1.4199
2018-11-13 2018-09-30 13F BOEING COM 097023105 27,924 157 0.57 10,385 10.54 1.5076
2018-08-14 2018-06-30 13F BOEING COM 097023105 27,767 2,360 9.29 9,395 14.06 1.9940
2018-05-10 2018-03-31 13F BOEING COM 097023105 25,407 -362 -1.40 8,237 -6.02 2.0583
2018-01-29 2017-12-31 13F BOEING COM 097023105 25,769 91 0.35 8,765 32.04 2.1430
2017-11-07 2017-09-30 13F BOEING COM 097023105 25,678 -3,190 -11.05 6,638 -3.99 1.7306
2017-08-14 2017-06-30 13F BOEING COM 097023105 28,868 3,231 12.60 6,914 45.59 1.9625
2017-05-31 2017-03-31 13F BOEING COM 097023105 25,637 984 3.99 4,749 14.32 1.4023
2017-02-27 2016-12-31 13F Boeing COM 097023105 24,653 24,653 4,154 1.3908
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.