OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Position in BA — Boeing Co

CIK 1005607 SAN FRANCISCO, CA

Position in BA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$459,998

+$37,060 QoQ

Shares Held

2,125

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,604

of 2,613 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $2,882,217 across 3 Aerospace & Defense names. BA ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	5,342	$1,996,465
2	BA	Boeing Co This page	2,125	$459,998
3	RTX	RTX Corp	2,244	$425,754

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,998	2,125	0.0%	Shares	Sole	2026-08-04
2026-03-31	$422,938	2,125	0.0%	Shares	Sole	2026-04-27
2025-12-31	$461,380	2,125	0.0%	Shares	Sole	2026-01-27
2025-09-30	$458,638	2,125	+108.5%	Shares	Sole	2025-10-30
2023-06-30	$215,172	1,019	-7.7%	Shares	Sole	2023-07-20
2023-03-31	$234,522	1,104	-24.1%	Shares	Sole	2023-04-24
2022-12-31	$276,972	1,454	-1.0%	Shares	Sole	2023-01-24
2022-06-30	$200,841	1,469	-10.4%	Shares	Sole	2022-08-01
2022-03-31	$313,868	1,639	-2.0%	Shares	Sole	2022-05-05
2021-12-31	$336,808	1,673	+13.4%	Shares	Sole	2022-01-31
2021-09-30	$324,411	1,475	0.0%	Shares	Sole	2021-10-25
2021-06-30	$353,351	1,475	-3.3%	Shares	Sole	2021-08-09
2021-03-31	$388,448	1,525	+19.6%	Shares	Sole	2021-08-09
2020-12-31	$272,926	1,275	-19.0%	Shares	Sole	2021-02-01
2020-09-30	$260,284	1,575	-24.1%	Shares	Sole	2020-10-28
2020-06-30	$380,347	2,075	-65.7%	Shares	Sole	2020-07-23
2020-03-31	$902,297	6,050	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.