ZEGA Investments’s Boeing BA Stock Holding History

ZEGA Investments’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	$398K	Buy	+2,000	New	+$455K	0.04%	201

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

ZEGA Investments's BA Position: Q1 2026 in Review

ZEGA Investments held its Boeing (BA) position steady in Q1 2026 at 3,847 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #134.

ZEGA Investments first reported a position in BA in Q4 2024 and has held it in 3 quarters since. The position peaked at $835K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold BA as of Q1 2026.

ZEGA Investments held 3,847 shares of Boeing worth $766K as of Q1 2026.
ZEGA Investments left its Boeing share count unchanged in Q1 2026.
Boeing made up 0.09% of ZEGA Investments's portfolio in Q1 2026, its #134 holding.
ZEGA Investments first reported a position in Boeing in Q4 2024 and has held it in 3 quarters since.
ZEGA Investments's Boeing position peaked at $835K in Q4 2025.
2,509 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.