The Boeing Company
MX ˙ BMV ˙ US0970231058
SecurityMX:BA / The Boeing Company
InstitutionHrc Wealth Management, Llc
Latest Disclosed Ownership5,609 shares
Latest Disclosed Value $ 1,116,359
Hrc Wealth Management, Llc ownership in BA / The Boeing Company

On May 12, 2026 - Hrc Wealth Management, Llc filed a 13F-HR form disclosing ownership of 5,609 shares of The Boeing Company (MX:BA) valued at $1,116,359 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 5,609 shares of The Boeing Company. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F BOEING COM 097023105 5,609 0 0.00 1,116 -8.30 0.5274
2026-01-21 2025-12-31 13F BOEING COM 097023105 5,609 0 0.00 1,218 0.58 0.5833
2025-10-15 2025-09-30 13F BOEING COM 097023105 5,609 0 0.00 1,211 2.98 0.5903
2025-07-22 2025-06-30 13F BOEING COM 097023105 5,609 0 0.00 1,175 22.91 0.6265
2025-05-13 2025-03-31 13F BOEING COM 097023105 5,609 25 0.45 957 -3.24 0.5936
2025-02-12 2024-12-31 13F BOEING COM 097023105 5,584 100 1.82 988 18.61 0.5867
2024-11-12 2024-09-30 13F BOEING COM 097023105 5,484 75 1.39 834 -15.35 0.5386
2024-07-25 2024-06-30 13F BOEING COM 097023105 5,409 0 0.00 984 -5.66 0.6740
2024-05-13 2024-03-31 13F BOEING COM 097023105 5,409 60 1.12 1,044 -25.18 0.7628
2024-02-12 2023-12-31 13F BOEING COM 097023105 5,349 5,349 1,394 1.1997
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.