General American Investors’s Boeing BA Stock Holding History

General American Investors’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
2026 Q1	$10.4M	Buy	+52,054	New	+$11.9M	0.68%	42
2022 Q2	–	Sell	-30,000	Closed	-$5.75M	–	63
2022 Q1	$5.75M	Buy	+30,000	New	+$6.02M	0.47%	52
2020 Q2	–	Sell	-11,787	Closed	-$1.76M	–	66
2020 Q1	$1.76M	Sell	11,787 -33,213	-74%	-$9.09M	0.24%	57
2019 Q4	$14.7M	Buy	+45,000	New	+$15.9M	1.34%	27

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

General American Investors's BA Position: Q1 2026 in Review

General American Investors opened a new position in Boeing (BA) in Q1 2026: 52,054 shares worth $10.4M. The stake represents 0.68% of the portfolio and ranks #42 among its holdings. This is a return to the name: General American Investors previously reported a position in BA as recently as Q1 2022.

General American Investors first reported a position in BA in Q4 2019 and has held it in 4 quarters since. The position peaked at $14.7M in Q4 2019. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

General American Investors held 52,054 shares of Boeing worth $10.4M as of Q1 2026.
Boeing was a new General American Investors position in Q1 2026.
Boeing made up 0.68% of General American Investors's portfolio in Q1 2026, its #42 holding.
General American Investors first reported a position in Boeing in Q4 2019 and has held it in 4 quarters since.
General American Investors's Boeing position peaked at $14.7M in Q4 2019.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on General American Investors's 13F filing for Q1 2026, filed 1 May 2026.