Minneapolis Portfolio Management Group, LLC

Position in BA — Boeing Co

CIK 1317253 Wayzata, MN

Position in BA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$42,167,273

+$2,882,931 QoQ

Shares Held

194,795

-1.3% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

4.00%

of 13F equity value

Holder Rank

#199

of 2,613 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Minneapolis Portfolio Management Group, LLC holds $128,898,237 across 5 Aerospace & Defense names. BA ranks #1 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	194,795	$42,167,273
2	LMT	Lockheed Martin Corp	64,720	$32,972,251
3	BWXT	BWX Technologies, Inc.	152,002	$29,587,189
4	TXT	Textron Inc	260,679	$23,912,084
5	HONA	Honeywell Aerospace Inc.	1,175	$259,440

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,167,273	194,795	-1.3%	Shares	Sole	2026-07-27
2026-03-31	$39,284,342	197,379	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$42,677,324	196,561	+28.9%	Shares	Sole	2026-02-10
2025-09-30	$32,901,772	152,443	+1.3%	Shares	Sole	2025-10-28
2025-06-30	$31,520,645	150,435	+53.0%	Shares	Sole	2025-08-07
2025-03-31	$16,764,553	98,297	+0.5%	Shares	Sole	2025-04-29
2024-12-31	$17,309,361	97,793	-30.6%	Shares	Sole	2025-02-11
2024-06-30	$25,651,033	140,932	+1.1%	Shares	Sole	2024-07-29
2024-03-31	$26,909,367	139,434	-3.3%	Shares	Sole	2024-05-06
2023-12-31	$37,597,077	144,238	-3.4%	Shares	Sole	2024-02-05
2023-09-30	$28,627,791	149,352	-4.4%	Shares	Sole	2023-11-01
2023-06-30	$33,002,618	156,292	-4.3%	Shares	Sole	2023-08-03
2023-03-31	$34,690,668	163,304	-1.1%	Shares	Sole	2023-05-09
2022-12-31	$31,466,090	165,185	-3.1%	Shares	Sole	2023-02-09
2022-09-30	$20,648,014	170,532	-1.5%	Shares	Sole	2022-11-07
2022-06-30	$23,681,818	173,214	-1.1%	Shares	Sole	2022-08-09
2022-03-31	$33,546,587	175,178	-0.9%	Shares	Sole	2022-05-10
2021-12-31	$35,578,679	176,727	-1.4%	Shares	Sole	2022-02-04
2021-09-30	$39,434,362	179,296	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$42,906,633	179,106	+2.7%	Shares	Sole	2021-08-05
2021-03-31	$44,438,960	174,462	+33.2%	Shares	Sole	2021-04-28
2020-12-31	$28,034,581	130,966	+7.9%	Shares	Sole	2021-02-09
2020-09-30	$20,057,440	121,369	-14.7%	Shares	Sole	2020-11-02
2020-06-30	$26,071,308	142,233	+26.3%	Shares	Sole	2020-08-10
2020-03-31	$16,795,550	112,616	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.