The Boeing Company
US ˙ NYSE ˙ US0970231058

SecurityBA / The Boeing Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership11,002 shares
Latest Disclosed Value $ 2,189,728
IFP Advisors, Inc reports 8.45% decrease in ownership of BA / The Boeing Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 11,002 shares of The Boeing Company (US:BA) valued at $2,189,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,018 shares of The Boeing Company. This represents a change in shares of -8.45% during the quarter. The current value of the position is $2,316,801 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)
2026-04-13 2026-03-31 13F BOEING cs 097023105 11,002 -1,016 -8.45 2,190 -16.10 0.0454
2026-02-06 2025-12-31 13F BOEING cs 097023105 12,018 944 8.52 2,609 9.16 0.0586
2026-02-06 2025-09-30 13F/A-1 BOEING cs 097023105 11,074 184 1.69 2,390 1.66 0.0621
2025-12-02 2025-09-30 13F BOEING cs 097023105 11,078 188 2,391 0.0617
2025-07-24 2025-06-30 13F BOEING cs 097023105 10,890 -6,793 -38.42 2,352 -22.02 0.0669
2025-05-05 2025-03-31 13F BOEING cs 097023105 17,683 -945 -5.07 3,016 -8.69 0.0930
2025-02-04 2024-12-31 13F BOEING cs 097023105 18,628 1,114 6.36 3,303 24.04 0.1081
2025-02-04 2024-09-30 13F BOEING cs 097023105 17,514 2,872 19.61 2,663 -0.11 0.0960
2024-07-30 2024-06-30 13F BOEING cs 097023105 14,642 1,855 14.51 2,665 8.03 0.1058
2024-07-30 2024-03-31 13F BOEING cs 097023105 12,787 -6,736 -34.50 2,468 -51.51 0.1082
2024-01-09 2023-12-31 13F BOEING cs 097023105 19,523 -485 -2.42 5,089 32.67 0.2402
2023-10-12 2023-09-30 13F BOEING cs 097023105 20,008 836 4.36 3,835 -5.26 0.1724
2023-08-14 2023-06-30 13F/A-1 BOEING cs 097023105 19,172 -4,864 -20.24 4,049 17.13 0.1693
2023-08-04 2023-06-30 13F BOEING cs 097023105 19,172 -4,864 2,757 0.1276
2023-04-18 2023-03-31 13F BOEING cs 097023105 24,036 -6,421 -21.08 3,457 86,300.00 0.1504
2023-02-07 2022-12-31 13F BOEING cs 097023105 30,457 -4,247 -12.24 4 -99.92 0.1176
2022-11-08 2022-09-30 13F BOEING cs 097023105 34,704 2,999 9.46 5,016 9.57 0.1307
2022-09-06 2022-06-30 13F/A-1 BOEING cs 097023105 31,705 0 0.00 4,578 0.00 0.1468
2022-08-12 2022-06-30 13F BOEING CO COM Stock 097023105 142 -31,563 20 0.0358
2022-09-06 2022-03-31 13F/A-1 BOEING cs 097023105 31,705 15,840 99.84 4,578 43.33 0.1468
2022-08-08 2022-03-31 13F BOEING CO COM Stock 097023105 19,710 3,845 2,841 0.0580
2022-01-12 2021-12-31 13F BOEING CO COM Stock 097023105 15,865 2,282 16.80 3,194 6.57 0.0624
2021-10-06 2021-09-30 13F BOEING CO COM Stock 097023105 13,583 -12,989 -48.88 2,997 -52.79 0.0599
2021-07-13 2021-06-30 13F BOEING CO COM Stock 097023105 26,572 239 0.91 6,348 -5.79 0.1314
2021-04-30 2021-03-31 13F BOEING CO COM Stock 097023105 26,333 164 0.63 6,738 20.90 0.1311
2021-01-25 2020-12-31 13F BOEING CO COM Stock 097023105 26,169 1,008 4.01 5,573 35.20 0.2259
2020-10-29 2020-09-30 13F BOEING CO COM Stock 097023105 25,161 956 3.95 4,122 -13.09 0.2461
2020-08-05 2020-06-30 13F BOEING CO COM Stock 097023105 24,205 12,413 105.27 4,743 121.02 0.3759
2020-05-12 2020-03-31 13F BOEING CO COM Stock 097023105 11,792 -1,401 -10.62 2,146 -51.03 0.2166
2020-01-17 2019-12-31 13F BOEING CO COM Stock 097023105 13,193 -1,512 -10.28 4,382 -22.21 0.3294
2019-11-07 2019-09-30 13F BOEING CO COM Stock 097023105 14,705 7,191 95.70 5,633 96.82 0.3774
2019-05-15 2019-03-31 13F BOEING Stock 097023105 7,514 -13,795 -64.74 2,862 -57.55 0.3907
2019-06-03 2018-12-31 13F/A-10 BOEING CO COM Stock 097023105 21,309 -5,187 -19.58 6,742 -31.58 0.4109
2019-01-23 2018-12-31 13F BOEING CO COM Stock 097023105 21,309 -5,187 6,742 0.4109
2019-06-03 2018-09-30 13F/A-9 BOEING CO COM Stock 097023105 26,496 -3,470 -11.58 9,854 -1.99 0.4016
2018-10-25 2018-09-30 13F BOEING CO COM Stock 097023105 26,496 -3,470 9,854 0.4016
2019-06-03 2018-06-30 13F/A-8 BOEING CO COM Stock 097023105 29,966 -71 -0.24 10,054 13.50 0.4228
2018-08-07 2018-06-30 13F BOEING CO COM Stock 097023105 29,966 2,137 10,054
2019-06-03 2018-03-31 13F/A-7 BOEING CO COM Stock 097023105 30,037 0 0.00 8,858 0.00 0.4015
2018-05-09 2018-03-31 13F BOEING CO COM Stock 097023105 27,829 -2,208 9,125
2019-06-03 2017-12-31 13F/A-6 BOEING CO COM Stock 097023105 30,037 -12,300 -29.05 8,858 -17.70 0.4015
2018-01-24 2017-12-31 13F BOEING CO COM Stock 097023105 30,037 -12,300 8,858
2017-10-30 2017-09-30 13F BOEING CO COM Stock 097023105 42,337 -509 -1.19 10,763 27.03 0.4274
2019-06-03 2017-06-30 13F/A-5 BOEING CO COM Stock 097023105 42,846 2,293 5.65 8,473 18.14 0.3592
2017-07-31 2017-06-30 13F BOEING CO COM Stock 097023105 42,846 2,293 8,473
2019-06-03 2017-03-31 13F/A-4 BOEING CO COM Stock 097023105 40,553 -3,141 -7.19 7,172 5.44 0.3124
2017-04-26 2017-03-31 13F BOEING CO COM Stock 097023105 40,553 -3,141 7,172
2019-06-03 2016-12-31 13F/A-3 BOEING CO COM Stock 097023105 43,694 1,026 2.40 6,802 21.01 0.3282
2017-02-14 2016-12-31 13F BOEING CO COM Stock 097023105 43,694 1,026 6,802
2016-11-04 2016-09-30 13F BOEING CO COM Stock 097023105 42,668 -1,272 -2.89 5,621 -1.51 0.2923
2019-06-03 2016-06-30 13F/A-2 BOEING CO COM Stock 097023105 43,940 36,426 484.78 5,707 99.41 0.3186
2016-08-22 2016-06-30 13F BOEING CO COM Stock 097023105 43,940 36,426 5,707
2019-06-03 2016-03-31 13F/A-1 BOEING Stock 097023105 7,514 -29,900 -79.92 2,862 -47.10 0.3907
2016-05-02 2016-03-31 13F BOEING CO COM Stock 097023105 40,864 3,450 5,187
2016-02-11 2015-12-31 13F BOEING CO COM Stock 097023105 37,414 37,414 5,410 0.3631
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.