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Discovery Capital Management’s Boeing BA Stock Holding History

Discovery Capital Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-50,000
Closed -$19M – 23
2019
Q3 		$19M Hold
50,000
– – 3.18% 11
2019
Q2 		$18.2M Buy
+50,000
New +$18.2M 1.74% 20

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Discovery Capital Management's BA Position: Q1 2026 in Review

Discovery Capital Management sold out of Boeing (BA) in Q1 2026, closing a stake of 77,000 shares — an estimated $16.7M sold.

Discovery Capital Management first reported a position in BA in Q3 2013 and held it in 6 quarters. The position peaked at $57.4M in Q3 2013. 2,509 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Discovery Capital Management reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Discovery Capital Management sold 77,000 Boeing shares in Q1 2026, an estimated $16.7M.
  • Discovery Capital Management first reported a position in Boeing in Q3 2013 and held it in 6 quarters.
  • Discovery Capital Management's Boeing position peaked at $57.4M in Q3 2013.
  • 2,509 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Discovery Capital Management's 13F filing for Q1 2026, filed 15 May 2026.