BA β€” BOEING CO

Ownership history in Polymer Capital Management (US) LLC  Β·  9 quarters on record

AI Ownership Summary

Polymer Capital Management (US) LLC reported BOEING CO (BA) in 9 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.27% in 2024 Q4. The latest visible filing shows BA at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polymer Capital Management (US) LLC's position in BOEING CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BA was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Polymer Capital Management (US) LLC held BA β€” position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,255 +1,119 +4.8% 0.55% $5.3M 2026-02-14 (Est.) $242.96
2025 Q3 ADDED 23,136 +13,136 +131.4% 0.53% $5.0M 2025-11-14 $194.52
2025 Q3 UNCHANGED 10,000 β€” 0% 0.23% $2.2M 2025-11-14 $194.52
2025 Q2 REDUCED 10,000 -11,854 -54.2% 0.25% $2.1M 2025-08-14 $233.19
2025 Q2 REDUCED 21,854 -646 -2.9% 0.54% $4.6M 2025-08-14 $233.19
2025 Q2 ADDED 22,500 +17,180 +322.9% 0.56% $4.7M 2025-08-14 $233.19
2025 Q1 REDUCED 5,320 -7,180 -57.4% 0.23% $907K 2025-05-15 $206.24
2025 Q1 REDUCED 12,500 -14,135 -53.1% 0.55% $2.1M 2025-05-15 $206.24
2024 Q4 INITIATED 26,635 β€” β€” 1.27% $4.7M 2025-02-13 $185.44

FAQ About Polymer Capital Management (US) LLC and BA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polymer Capital Management (US) LLC reported owning BA?

Polymer Capital Management (US) LLC reported BA across 9 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BA position in Polymer Capital Management (US) LLC's portfolio?

The largest reported portfolio weight for BA was 1.27% in 2024 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2025 Q4, when Polymer Capital Management (US) LLC reported 24,255 shares, equal to 0.55% of portfolio, with an estimated market value of $5.3M.

What does the chart on this BA ownership page compare?

The chart compares Polymer Capital Management (US) LLC's quarterly BA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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