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 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- June 2026
“Top detractors from relative performance: Europe ex EMU was the largest detractor as Shell, BAE Systems, and Haleon weighed on returns. 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.”
The Boeing Company - June 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.”
The Boeing Company
Also mentioned · 10
These funds discuss The Boeing Company as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedEquinova Investment Managers PMS PortfoliosOctober 2026
“Hence it is logical for Boeing and Airbus both to double what they source from India over the next five years.”
The Boeing Company - MentionedDeep Sail Capital Partners LPSeptember 2026
“Customers include Boeing, Lockheed Martin, Pilatus, Textron, FedEx, American Airlines, Amazon-related operators, a Japanese eVTOL company, the U.S. government and numerous foreign military and commercial customers.”
The Boeing Company - MentionedArtisan US Focus FundSeptember 2026
“Together, the backlogs of Airbus and Boeing, the world's two largest commercial aircraft manufacturers, represent roughly a decade of production at current build rates.”
The Boeing Company - September 2026
“Together, the backlogs of Airbus and Boeing, the world's two largest commercial aircraft manufacturers, represent roughly a decade of production at current build rates.”
The Boeing Company - 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.”
The Boeing Company - June 2026
“The quarter further reinforced that commercial aerospace remains in the early-to-middle stages of a multi-year aftermarket upcycle. 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.”
The Boeing Company - MentionedThird Avenue Value FundMarch 2026
“Segments of the titanium industry have suffered an extended downcycle driven by elevated inventories, overcapacity, higher levels of recycling, increased availability of scrap and aggressive competition from Russia and China. The titanium sponge industry’s woes were further compounded by Boeing and Airbus-related supply chain disruptions, strikes, quality issues, airframe and engine problems and delayed FAA certifications.”
The Boeing Company - MentionedPolen US Small Cap GrowthDecember 2025
“A smaller-yet not insignificant theme- also representing a meaningful exposure across the Portfolio is around Aerospace, both in terms of next generation technologies and companies helping to reduce the decade long backlog in aircraft deliveries stemming from COVID-era supply chain issues and Boeing 737 Max groundings.”
The Boeing Company - MentionedTourlite CapitalDecember 2025
“the aerospace supply chain is facing a severe bottleneck, while Boeing and Airbus build rates should inflect positively to meet decade-high demand, the legacy tiered supplier base remains fractured and financially distressed following years of disruption.”
The Boeing Company - MentionedLegacy Ridge CapitalDecember 2024
“With industry “disruptors” on their heels, issues in the supply chain are merely a side note in the supply-side driven argument for why airlines are suddenly interesting again. Those issues include Boeing’s ongoing production problems, Pratt Whitney GTF issues, and general MRO constraints.”
The 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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