
What smart money is saying about The Boeing Company
2 funds in our archive have pitched The Boeing Company — most recently Alpha Wealth Funds in March 2026.
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Global Services; and Boeing Capital. The Commercial Airplanes segment provides commercial jet aircraft for passenger and cargo requirements, as well as fleet support services. The Defense, Space & Security segment engages in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems; strategic defense and intelligence systems, which include strategic missile and defense systems, command, control, communications, computers, intelligence, surveillance and reconnaissance, cyber and information solutions, and intelligence systems; and satellite systems, such as government and commercial satellites, and space exploration. The Global Services segment offers products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and data analytics and digital services to commercial and defense customers. The Boeing Capital segment offers financing services and manages financing exposure for a portfolio of equipment under operating leases, sales-type/finance leases, notes and other receivables, assets held for sale or re-lease, and investments. The company was incorporated in 1916 and is based in Chicago, Illinois.
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Position history
Between Q4 2024 and Q2 2026, 2 fund letters reported a position in The Boeing Company, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- HoldsHarding Loevner International EquityJune 2026
“BAE’s strong 2026 sales guidance was not enough to overcome the broader sell-off in European defense stocks after the pause of the conflict in the Middle East.”
Read the letterThe Boeing Company - HoldsHarding Loevner International Equity ADRJune 2026
“BAE’s strong 2026 sales guidance was not enough to overcome the broader sell-off in European defense stocks after the pause of the conflict in the Middle East.”
Read the letterThe Boeing Company
Also mentioned · 2
These funds discuss The Boeing Company — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMar Vista U.S. Quality StrategyJune 2026
“Production constraints at Boeing, Airbus, and across the supply chain continue to keep aircraft supply well below demand, extending the lives of older fleets while driving historically high utilization of newer aircraft.”
Read the letterThe Boeing Company - MentionedMar Vista U.S. Quality Premier PortfolioJune 2026
“Production constraints at Boeing, Airbus, and across the supply chain continue to keep aircraft supply well below demand, extending the lives of older fleets while driving historically high utilization of newer aircraft.”
Read the letterThe Boeing Company
Fund coverage · 2 theses
- Alpha Wealth FundsMarch 2026
Boeing is a diversified aerospace and defense company with undervalued defense exposure and potential catalysts from war resolution and a rumored massive Air China order.
Read the full thesis - Artisan Value Income StrategyDecember 2024
Boeing is facing significant production challenges and safety concerns with its 737 Max, but presents a unique investment opportunity due to its industry position and potential for recovery.
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