The Boeing Company
BG ˙ BUL ˙ US0970231058
SecurityBG:BCO / The Boeing Company
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership14,145 shares
Latest Disclosed Value $ 2,815,279
Sofos Investments, Inc. reports 1.09% increase in ownership of BCO / The Boeing Company

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 14,145 shares of The Boeing Company (BG:BCO) valued at $2,815,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,993 shares of The Boeing Company. This represents a change in shares of 1.09% during the quarter.

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)
2026-05-08 2026-03-31 13F BOEING COMMON STOCK 097023105 14,145 152 1.09 2,815 -7.34 0.5010
2026-02-13 2025-12-31 13F BOEING COMMON STOCK 097023105 13,993 1,037 8.00 3,038 8.66 0.5848
2025-11-14 2025-09-30 13F BOEING COMMON STOCK 097023105 12,956 1,017 8.52 2,796 37.33 0.5527
2025-04-30 2025-03-31 13F BOEING COMMON STOCK 097023105 11,939 2,462 25.98 2,036 18.10 0.4440
2024-08-06 2024-06-30 13F BOEING COMMON STOCK 097023105 9,477 1,390 17.19 1,724 -18.18 0.4306
2024-06-26 2024-03-31 13F/A-1 BOEING COM 097023105 8,087 1 0.01 2,107 -0.05 0.5928
2024-05-13 2024-03-31 13F Boeing Co. Ordinary Shares COM 097023105 8,678 592 1,675 0.4292
2024-06-26 2023-12-31 13F/A-1 BOEING COMMON STOCK 097023105 8,086 -95,979 -92.23 2,108 -97.43 0.5923
2024-02-15 2023-12-31 13F BOEING COMMON STOCK 097023105 104,065 0 81,884 0.9023
2023-11-16 2023-09-30 13F BOEING COMMON STOCK 097023105 104,065 99,213 2,044.79 81,884 8,188,300.00 0.9023
2023-08-09 2023-06-30 13F BOEING COM 097023105 4,852 140 2.97 1 0.0029
2023-05-12 2023-03-31 13F BOEING COM 097023105 4,712 3,425 266.12 1 0.0305
2023-02-15 2022-12-31 13F BOEING COM 097023105 1,287 -62 -4.60 0 0.0013
2022-11-03 2022-09-30 13F BOEING COM 097023105 1,349 -2,626 -66.06 0 0.0055
2022-08-05 2022-06-30 13F BOEING CO COM COM 097023105 3,975 2,717 215.98 1 0.0172
2022-05-13 2022-03-31 13F BOEING COM 097023105 1,258 -1,524 -54.78 0 0.0067
2022-02-11 2021-12-31 13F BOEING CO COM COM 097023105 2,782 213 8.29 1 0.0128
2021-11-12 2021-09-30 13F BOEING CO COM COM 097023105 2,569 -2,884 -52.89 1 -100.00 0.2646
2021-08-11 2021-06-30 13F BOEING CO COM COM 097023105 5,453 339 6.63 1 0.00 0.4678
2021-05-17 2021-03-31 13F BOEING CO COM COM 097023105 5,114 2,207 75.92 1 -99.84 0.0267
2021-02-16 2020-12-31 13F BOEING CO COM COM 097023105 2,907 2,907 -43.16 611 61,000.00 0.5595
2020-08-13 2020-06-30 13F BOEING CO COM COM 097023105 0 -465 -100.00 0 -100.00 0.0000
2020-05-12 2020-03-31 13F BOEING CO COM COM 097023105 465 233 100.43 0 -100.00 0.0002
2020-02-28 2019-12-31 13F BOEING CO COM COM 097023105 232 -15 -6.07 399 324.47 0.2749
2019-10-15 2019-09-30 13F BOEING CO COM Stock 097023105 247 -121 -32.88 94 -29.85 0.0809
2019-07-26 2019-06-30 13F BOEING CO COM Stock 097023105 368 261 243.93 134 219.05 0.1100
2019-04-19 2019-03-31 13F BOEING CO COM Stock 097023105 107 -85 -44.27 42 -34.37 0.0340
2018-10-31 2018-09-30 13F BOEING CO COM Stock 097023105 192 -1,311 -87.23 64 -87.45 0.0670
2018-08-14 2018-06-30 13F BOEING CO COM Stock 097023105 1,503 79 5.55 510 10.15 0.4782
2018-05-23 2018-03-31 13F BOEING CO COM Stock 097023105 1,424 1,424 463 0.4739
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.