The Boeing Company
MX ˙ BMV ˙ US0970231058
SecurityMX:BA / The Boeing Company
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership1,589 shares
Latest Disclosed Value $ 316,259
LVW Advisors, LLC reports 45.25% increase in ownership of BA / The Boeing Company

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 1,589 shares of The Boeing Company (MX:BA) valued at $316,259 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,094 shares of The Boeing Company. This represents a change in shares of 45.25% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F BOEING COM 097023105 1,589 495 45.25 316 33.33 0.0301
2026-01-14 2025-12-31 13F BOEING COM 097023105 1,094 1,094 238 0.0241
2020-08-11 2020-06-30 13F BOEING COM 097023105 0 -3,845 -100.00 0 -100.00
2020-04-23 2020-03-31 13F BOEING COM 097023105 3,845 3,845 573 0.1525
2017-05-11 2017-03-31 13F BOEING COM 097023105 0 -2,034 -100.00 0 -100.00
2017-02-10 2016-12-31 13F BOEING COM 097023105 2,034 0 0.00 317 18.28 0.1108
2016-11-14 2016-09-30 13F BOEING COM 097023105 2,034 0 0.00 268 1.52 0.0878
2016-08-11 2016-06-30 13F BOEING COM 097023105 2,034 -507 -19.95 264 -18.27 0.0991
2016-05-11 2016-03-31 13F BOEING COM 097023105 2,541 -446 -14.93 323 -25.23 0.1032
2016-02-16 2015-12-31 13F BOEING COM 097023105 2,987 37 1.25 432 11.92 0.1692
2016-02-16 2015-09-30 13F/A-1 BOEING COM 097023105 2,950 195 7.08 386 1.05 0.1780
2015-11-13 2015-09-30 13F BOEING COM 097023105 2,950 386
2015-08-13 2015-06-30 13F BOEING COM 097023105 2,755 491 21.69 382 12.35 0.1626
2015-05-13 2015-03-31 13F BOEING COM 097023105 2,264 175 8.38 340 25.00 0.1619
2015-02-17 2014-12-31 13F BOEING COM 097023105 2,089 2,089 272 0.1499
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.