The Boeing Company
US ˙ NYSE ˙ US0970231058

SecurityBA / The Boeing Company
InstitutionCapital Advantage, Inc.
Latest Disclosed Ownership2,822 shares
Latest Disclosed Value $ 561,753
Capital Advantage, Inc. ownership in BA / The Boeing Company

On April 10, 2026 - Capital Advantage, Inc. filed a 13F-HR form disclosing ownership of 2,822 shares of The Boeing Company (US:BA) valued at $561,663 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,822 shares of The Boeing Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $594,257 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)
2026-04-10 2026-03-31 13F BOEING COM 097023105 2,822 0 0.00 562 -8.33 0.0734
2026-01-07 2025-12-31 13F BOEING COM 097023105 2,822 11 0.39 613 0.99 0.0827
2025-10-22 2025-09-30 13F BOEING COM 097023105 2,811 -75 -2.60 607 0.33 0.0912
2025-07-11 2025-06-30 13F BOEING COM 097023105 2,886 -1 -0.03 605 18.43 0.0958
2025-04-10 2025-03-31 13F BOEING COM 097023105 2,887 0 0.00 511 0.00 0.0931
2025-02-14 2024-12-31 13F BOEING COM 097023105 2,887 2,887 511 0.0931
2021-08-16 2021-06-30 13F Boeing Com 097023105 0 -1,342 -100.00 0 -100.00
2021-04-26 2021-03-31 13F Boeing Com 097023105 1,342 0 0.00 342 20.42 0.0932
2021-02-17 2020-12-31 13F Boeing COM 097023105 1,342 -10 -0.74 284 27.35 0.0846
2020-11-12 2020-09-30 13F Boeing COM 097023105 1,352 0 0.00 223 -10.08 0.0734
2020-08-13 2020-06-30 13F Boeing COM 097023105 1,352 1,352 0.00 248 11.21 0.0881
2020-05-08 2020-03-31 13F Boeing COM 097023105 0 -981 -100.00 0 -100.00
2020-02-14 2019-12-31 13F Boeing COM 097023105 981 153 18.48 317 0.63 0.1002
2019-11-12 2019-09-30 13F Boeing COM 097023105 828 133 19.14 315 18.87 0.1091
2019-05-10 2019-03-31 13F Boeing COM 097023105 695 -139 -16.67 265 -1.49 0.0941
2019-02-07 2018-12-31 13F Boeing COM 097023105 834 -300 -26.46 269 -36.26 0.1020
2018-11-01 2018-09-30 13F Boeing COM 097023105 1,134 282 33.10 422 47.55 0.0970
2018-08-01 2018-06-30 13F Boeing COM 097023105 852 0 0.00 286 2.51 0.0674
2018-05-02 2018-03-31 13F Boeing COM 097023105 852 0 0.00 279 11.16 0.0682
2018-02-13 2017-12-31 13F Boeing COM 097023105 852 -181 -17.52 251 -4.56 0.0647
2017-10-30 2017-09-30 13F Boeing COM 097023105 1,033 -641 -38.29 263 -20.54 0.0658
2017-08-08 2017-06-30 13F Boeing COM 097023105 1,674 -11 -0.65 331 11.07 0.0867
2017-05-03 2017-03-31 13F Boeing COM 097023105 1,685 35 2.12 298 15.95 0.0816
2017-02-01 2016-12-31 13F Boeing COM 097023105 1,650 0 0.00 257 18.43 0.0744
2016-11-02 2016-09-30 13F Boeing COM 097023105 1,650 -25 -1.49 217 -0.46 0.0609
2016-08-10 2016-06-30 13F Boeing COM 097023105 1,675 -452 -21.25 218 -19.26 0.0633
2016-05-23 2016-03-31 13F Boeing COM 097023105 2,127 350 19.70 270 5.06 0.0957
2016-02-26 2015-12-31 13F Boeing COM 097023105 1,777 0 0.00 257 10.30 0.0866
2015-10-23 2015-09-30 13F Boeing COM 097023105 1,777 12 0.68 233 -4.90 0.0908
2015-08-14 2015-06-30 13F Boeing COM 097023105 1,765 0 0.00 245 -7.55 0.0955
2015-05-15 2015-03-31 13F Boeing COM 097023105 1,765 0 0.00 265 15.72 0.1088
2015-05-15 2014-12-31 13F Boeing COM 097023105 1,765 0 0.00 229 1.78 0.0944
2016-06-21 2014-09-30 13F Boeing COM 097023105 1,765 0 0.00 225 0.00 0.1173
2016-07-15 2014-06-30 13F Boeing COM 097023105 1,765 0 0.00 225 1.81 0.1242
2016-08-09 2014-03-31 13F Boeing COM 097023105 1,765 1,765 221 0.1539
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.