Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,109,317
+$66,699,350 QoQ
Shares Held
1,039,910
+30.7% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#64
of 2,613 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PRIMECAP MANAGEMENT CO/CA/ holds $2,086,966,030 across 12 Aerospace & Defense names. BA ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
410,217 | $546,425,452 | |
| 2 | CW |
Curtiss Wright Corp
|
514,815 | $390,106,214 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
1,407,762 | $240,530,215 | |
| 4 | BA |
Boeing Co
This page
|
1,039,910 | $225,109,317 | |
| 5 | MOG-A |
Moog Inc.
|
428,460 | $181,598,486 | |
| 6 | GD |
General Dynamics Corp
|
388,450 | $137,604,528 | |
| 7 | TXT |
Textron Inc
|
1,217,960 | $111,723,470 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
133,820 | $75,020,830 |
All Filings in BA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,109,317 | 1,039,910 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $158,409,967 | 795,910 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,975,792 | 9,100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $84,544,927 | 391,720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $78,871,282 | 376,420 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $64,198,431 | 376,420 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $56,516,100 | 319,300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $48,546,372 | 319,300 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $58,115,793 | 319,300 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $61,621,707 | 319,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $78,015,538 | 299,300 | Shares | Sole | 2024-02-09 | |
| 2020-09-30 | $14,005,785 | 84,750 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,534,675 | 84,750 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,811,126 | 85,900 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||