Senator Investment Group’s Boeing BA Stock Holding History

Senator Investment Group’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	$19.9M	Buy	+100,000	New	+$22.8M	0.91%	40
2024 Q2	–	Sell	-50,000	Closed	-$9.65M	–	74
2024 Q1	$9.65M	Buy	+50,000	New	+$10.3M	0.44%	49
2013 Q4	–	Sell	-1,000,000	Closed	-$118M	–	69
2013 Q3	$118M	Sell	1,000,000 -3,400,000	-77%	-$366M	1.69%	33
2013 Q2	$451M	Buy	+4,400,000	New	+$418M	7.01%	1

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

Senator Investment Group's BA Position: Q1 2026 in Review

Senator Investment Group increased its Boeing (BA) stake by 1,140% in Q1 2026, buying an estimated $71.4M and bringing the position to 341,000 shares worth $67.9M. The position accounts for 3.12% of the portfolio, ranked #9.

Senator Investment Group first reported a position in BA in Q2 2013 and has held it in 21 quarters since. The position peaked at $316M in Q3 2018. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Senator Investment Group held 341,000 shares of Boeing worth $67.9M as of Q1 2026.
Senator Investment Group bought 313,500 Boeing shares in Q1 2026, an estimated $71.4M.
Boeing made up 3.12% of Senator Investment Group's portfolio in Q1 2026, its #9 holding.
Senator Investment Group first reported a position in Boeing in Q2 2013 and has held it in 21 quarters since.
Senator Investment Group's Boeing position peaked at $316M in Q3 2018.
2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Senator Investment Group's 13F filing for Q1 2026, filed 13 May 2026.