SCHEDULE: FMR LLC Reports 7.0% Stake in Boeing Co.
Beneficial Ownership Report
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, disclosing a 7.0% beneficial ownership stake in Boeing Co. as of December 31, 2025.
Summary
- FMR LLC and Abigail P. Johnson reported beneficial ownership of 54,979,044.31 shares of Boeing Co. common stock.
- This represents 7.0% of the total outstanding common stock of Boeing Co.
- The filing is an Amendment No. 1 to a Schedule 13G, indicating a change from a previous filing or an initial filing for the period ending December 31, 2025.
- FMR LLC holds sole voting power over 46,852,547.17 shares and sole dispositive power over 54,979,044.31 shares.
- Abigail P. Johnson, as a director, chairman, and CEO of FMR LLC, is also deemed to beneficially own the same 54,979,044.31 shares with sole dispositive power.
- The Johnson family, including Abigail P. Johnson, are predominant owners of FMR LLC's Series B voting common shares, representing 49% of the voting power, and form a controlling group.
- The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Boeing Co.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a neutral-to-slightly positive filing, as it confirms a significant, stable institutional ownership stake in Boeing Co. without indicating any intent to influence control, which is generally seen as a sign of long-term investment.
Positives
- A major institutional investor, FMR LLC (Fidelity), maintains a significant 7.0% stake in Boeing Co., indicating continued confidence in the company.
Future Outlook
This filing does not contain forward-looking statements or guidance from Boeing Co. It is an ownership report by FMR LLC and Abigail P. Johnson.
Management Comments
- "The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."
Industry Context
StockSavvy.ai notes that significant institutional ownership, such as this 7.0% stake by FMR LLC, is common for large-cap companies like Boeing, reflecting its position as a major player in the aerospace and defense industry. Such filings provide transparency into major shareholder positions but do not typically offer insights into operational performance or industry trends.
Comparison to Industry Standards
- Institutional ownership levels for major aerospace and defense companies like Boeing often exceed 70-80% of outstanding shares, with large asset managers like Fidelity (FMR LLC) being common top shareholders.
- For example, Vanguard Group and BlackRock also typically hold substantial stakes in industry peers such as Lockheed Martin (LMT) and Raytheon Technologies (RTX), often in the 5-10% range or higher. This 7.0% stake is consistent with typical large institutional holdings in such companies.
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
| Director, Chairman and Chief Executive Officer of FMR LLC | NA | Abigail P. Johnson | NA | Identified as a reporting person and control person of FMR LLC. |
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Shareholders' Voting Agreement | Members of the Johnson family, including Abigail P. Johnson, have entered into a shareholders' voting agreement for Series B voting common shares of FMR LLC, ensuring all Series B shares are voted in accordance with the majority vote. | NA | This agreement consolidates voting power within the Johnson family group, allowing them to form a controlling group with respect to FMR LLC, which in turn beneficially owns a significant stake in Boeing Co. |
Related Party Transactions
- The filing details the relationship between FMR LLC, its subsidiaries (FIAM LLC, Fidelity Diversifying Solutions LLC, Fidelity Institutional Asset Management Trust Company, Fidelity Management & Research Company LLC, Fidelity Management Trust Company, Strategic Advisers LLC), and Abigail P. Johnson, who is a director, chairman, and CEO of FMR LLC and part of the Johnson family controlling group. This structure defines how the beneficial ownership is reported.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional holder's stake, potentially signaling long-term confidence.
- Management: Awareness of a large, stable institutional shareholder.
Key Dates
| Date | Description |
|---|---|
| 2023-01-03 | Effective date of Power of Attorney for FMR LLC. |
| 2023-01-10 | Date of Schedule 13G filing by FMR LLC (accession number -23-000003) where Power of Attorney is incorporated by reference. |
| 2023-01-26 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 2023-01-31 | Date of Schedule 13G filing by FMR LLC (accession number -23-000038) where Abigail P. Johnson's Power of Attorney is incorporated by reference. |
| 2025-12-31 | Date of event which requires filing of this statement (reporting period end date). |
| 2026-02-04 | Date of signing of the Schedule 13G by FMR LLC and Abigail P. Johnson. |
Keywords
Boeing Co, BA, FMR LLC, Fidelity, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Aerospace
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