Boeing Co. (ba 5.04 05/01/27)
13F holders, Q2 2025 (June 30)2holders +1
2new positions
0sold out
$1.01avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Boeing Co. (ba 5.04 05/01/27) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Belpointe Asset Management LLC ($60K) and Fortis Capital Advisors, LLC ($30K).
- Company
- Boeing Co. (ba 5.04 05/01/27)
- CUSIP
- 097023CU7
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $91K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q2 2025: 90,000 shares bought, net +90,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Belpointe Asset Management LLC | 0.00% | New | 60,000 | $60K |
| Fortis Capital Advisors, LLC | 0.01% | New | 30,000 | $30K |
"% of holder's portfolio" is BOEING CO (BA 5.04 05/01/27)'s weight in each manager's 13F, not the share of Boeing Co. (ba 5.04 05/01/27) the manager owns.