The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
AKTIENPREIS
SecurityDE:BCO / The Boeing Company
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership19,158 shares
Latest Disclosed Value $ 3,813,017
HCR Wealth Advisors ownership in BCO / The Boeing Company

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 19,158 shares of The Boeing Company (DE:BCO) valued at $3,315,100 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 19,158 shares of The Boeing Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $3,533,502 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)
2026-04-21 2026-03-31 13F Boeing Common Stock 097023105 19,158 0 0.00 3,813 -8.32 0.3954
2026-01-27 2025-12-31 13F Boeing Common Stock 097023105 19,158 -49 -0.26 4,160 -0.41 0.4120
2025-10-03 2025-09-30 13F Boeing Common Stock 097023105 19,207 -24 -0.12 4,176 3.65 0.4325
2025-07-17 2025-06-30 13F Boeing Common Stock 097023105 19,231 -85 -0.44 4,029 22.31 0.4742
2025-04-21 2025-03-31 13F Boeing Common Stock 097023105 19,316 49 0.25 3,294 -3.40 0.4289
2025-01-14 2024-12-31 13F Boeing Common Stock 097023105 19,267 -222 -1.14 3,410 15.09 0.4273
2024-10-10 2024-09-30 13F Boeing Common Stock 097023105 19,489 29 0.15 2,963 -16.32 0.3878
2024-08-07 2024-06-30 13F Boeing Common Stock 097023105 19,460 -610 -3.04 3,542 -8.57 0.5062
2024-05-10 2024-03-31 13F Boeing Common Stock 097023105 20,070 -1 -0.00 3,873 -25.96 0.5874
2024-02-09 2023-12-31 13F Boeing Common Stock 097023105 20,071 412 2.10 5,232 38.83 0.8264
2023-10-20 2023-09-30 13F BOEING COM 097023105 19,659 -7 -0.04 3,768 -9.25 0.8262
2023-08-10 2023-06-30 13F BOEING COM 097023105 19,666 13 0.07 4,153 -0.53 0.7691
2023-05-12 2023-03-31 13F BOEING COM 097023105 19,653 15 0.08 4,175 11.60 0.8263
2023-02-13 2022-12-31 13F BOEING COM 097023105 19,638 -42 -0.21 3,741 56.95 0.7851
2022-11-07 2022-09-30 13F BOEING COM 097023105 19,680 17,631 860.47 2,383 751.07 0.5064
2022-08-12 2022-06-30 13F BOEING COM 097023105 2,049 -11,959 -85.37 280 -89.56 0.0562
2022-05-05 2022-03-31 13F BOEING COM 097023105 14,008 -17 -0.12 2,683 -4.99 0.4385
2022-02-04 2021-12-31 13F BOEING COM 097023105 14,025 -494 -3.40 2,824 -11.56 0.4377
2021-11-02 2021-09-30 13F BOEING COM 097023105 14,519 -59 -0.40 3,193 -8.56 0.5328
2021-07-21 2021-06-30 13F BOEING COM 097023105 14,578 12,479 594.52 3,492 552.71 0.6062
2021-05-13 2021-03-31 13F BOEING COM 097023105 2,099 -279 -11.73 535 5.11 0.1058
2021-02-04 2020-12-31 13F BOEING COM 097023105 2,378 79 3.44 509 37.20 0.1065
2020-11-05 2020-09-30 13F BOEING COM 097023105 2,299 1 0.04 371 -11.03 0.0848
2020-07-30 2020-06-30 13F BOEING COM 097023105 2,298 -19 -0.82 417 20.52 0.0978
2020-05-08 2020-03-31 13F BOEING COM 097023105 2,317 2,317 0.83 346 -17.03 0.0990
2020-02-07 2019-12-31 13F BOEING COM 097023105 0 -6,208 -100.00 0 -100.00
2019-11-07 2019-09-30 13F BOEING COM 097023105 6,208 77 1.26 2,323 4.08 0.7712
2019-07-25 2019-06-30 13F BOEING COM 097023105 6,131 614 11.13 2,232 26.53 0.6347
2019-05-10 2019-03-31 13F BOEING COM 097023105 5,517 -193 -3.38 1,764 -4.18 0.5068
2019-01-31 2018-12-31 13F BOEING COM 097023105 5,710 -44 -0.76 1,841 -9.67 0.5947
2018-11-08 2018-09-30 13F BOEING COM 097023105 5,754 1,144 24.82 2,038 31.06 0.6639
2018-08-14 2018-06-30 13F BOEING COM 097023105 4,610 334 7.81 1,555 10.83 0.5102
2018-05-15 2018-03-31 13F BOEING COM 097023105 4,276 2,593 154.07 1,403 182.86 0.4866
2018-02-13 2017-12-31 13F BOEING COM 097023105 1,683 388 29.96 496 50.76 0.1733
2017-11-13 2017-09-30 13F BOEING COM 097023105 1,295 1,295 -23.05 329 -33.67 0.1385
2017-08-16 2017-06-30 13F/A-1 BOEING COM 097023105 0 -1,138 -100.00 0 -100.00
2017-05-11 2017-03-31 13F BOEING COM 097023105 1,138 1,138 201 0.1030
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.