McKesson (MCK) posted record fiscal Q3 revenue of $106.2B (up 11% YoY) with adjusted EPS rising 16% to $9.34, while full-year guidance was raised to $39.00 implying 18% growth; Boeing (BA) delivered 143 commercial aircraft in Q1 (10% higher than prior year) with revenue up 14% to $22.2B and a record $694.7B backlog, edging out Airbus for the first time since 2019; Alphabet (GOOGL) reported Q4 2025 revenue of $113.8B (up 18% YoY) with Google Cloud surging 48% to $17.7B on AI infrastructure demand and net income rising 30%.
Congressional lawmakers are loading up on McKesson, Boeing, and Alphabet with zero offsetting sales in Q1 2026, taking positions in companies directly tied to healthcare policy, defense budgets, and tech regulation where they hold committee oversight.
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Somehow, members of Congress have turned relatively modest salaries into impressive investment portfolios while the rest of us grind it out in the market. For years, questions have swirled around lawmakers buying and selling stocks — often right before major policy shifts or regulatory decisions tied to their committee oversight.
Critics call it a conflict of interest fueled by non-public information gleaned from their oversight responsibilities. Yet Congress has repeatedly refused to pass a full ban or even stricter limits, sticking instead with disclosure rules under the STOCK Act. The result is a contentious debate that refuses to go away.
Former House Speaker Nancy Pelosi stands out in this conversation. Her husband Paul’s trades have delivered eye-popping results — 71% portfolio gains in 2024 versus the S&P 500’s 25%, and similar outperformance in prior years that critics say timed perfectly with big events. Whether skill, luck, or something else, the pattern keeps retail investors watching. And right now, Forecaster.biz and Quiver Quantitative data show lawmakers heavily buying three names in Q1 2026 with zero reported sales: McKesson (NYSE:MCK), Boeing (NYSE:BA), and Alphabet’s (NASDAQ:GOOGL) Class A shares. Let’s break down each one, their businesses, and why these might have caught congressional eyes.
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McKesson moves medicine. As America’s largest pharmaceutical distributor, it ships drugs, medical supplies, and specialty oncology products to pharmacies, hospitals, and clinics nationwide. In its fiscal third-quarter 2026 results, the company posted record revenue of $106.2 billion — up 11% year-over-year — driven by oncology and multispecialty platforms. Adjusted earnings rose 16% to $9.34 per share, including a credit tied to Rite Aid’s bankruptcy. Management raised full-year adjusted-EPS guidance again to $39.00 at the midpoint, implying 18% growth.
That steady demand makes sense for lawmakers overseeing healthcare policy. With drug pricing, Medicare negotiations, and an aging population all on the table, McKesson’s role in the supply chain looks essential — and recession-resistant.
At a trailing P/E of 23.8x, the stock trades below the healthcare-distributor peer average of 25.4x (Cencora (NYSE: COR) goes for 36.9x and Cardinal Health (NYSE:CAH), 28.7x) and offers a modest 0.38% dividend yield with a low payout ratio. Forecaster.biz data flagged roughly $97,500 in congressional buys for McKesson in Q1, and no sales — the heaviest net buying in three to four years. Smart investors see a defensive play backed by real volume growth.
Boeing builds the planes that fly passengers and fighters. Its commercial-aircraft, defense, and space businesses all feed into massive government contracts and regulatory oversight — exactly the areas Congress controls through defense budgets and FAA rules.
Its just-released Q1 results showed revenue of $22.2 billion, up 14% from last year, fueled by 143 commercial deliveries (10% higher than last year) and growth across all segments. The company narrowed its core operating loss and sits on a record $694.7 billion backlog.
Deliveries even edged ahead of Airbus for the first time since 2019, signaling the 737 MAX ramp and 787 recovery are gaining traction despite past quality headaches.
Lawmakers on defense and transportation committees know Boeing’s fortunes tie directly to federal spending and safety certifications. Quiver Quantitative shows multiple purchases by Rep. Maria Elvira Salazar (R-FL) in the $1,001–$50,000 range in March. No sales appeared in the filings.
Just this month, Boeing won a $324 million U.S. Army contract for six Chinook helicopters and a $1.1 billion contract to supply the U.K. Ministry of Defence to support Apache and Chinook helicopters. Its backlog and policy tailwinds explain the appeal for those with a long horizon.
Alphabet powers search, YouTube, Android, and the fast-growing Google Cloud. Its Class A shares give voting rights and have drawn repeated congressional attention amid antitrust scrutiny, AI policy debates, and ad-regulation bills. In Q4 2025 results, consolidated revenue hit $113.8 billion, up 18% year-over-year, with Google Cloud surging 48% to $17.7 billion on AI infrastructure demand. Net income rose 30% and EPS climbed 31% to $2.82. Full-year 2025 revenue topped $402.8 billion. Alphabet is scheduled to report Q1 results on April 29.
The stock trades at a trailing P/E around 31.4x, reflecting growth expectations. Multiple lawmakers –including Reps. Ro Khanna, Cleo Fields, and Sen. John Fetterman — filed GOOGL buys in the $1,000–$50,000 range during Q1 2026, according to Capitol Trades and Quiver data, with no offsetting sales. For committees handling tech oversight, the combination of search dominance, cloud acceleration, and AI policy leverage looks like a bet on the future.
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