STEPHEN J. GARRY & ASSOCIATES, LLC BA — BOEING CO

Ownership history in STEPHEN J. GARRY & ASSOCIATES, LLC  ·  5 quarters on record

AI Ownership Summary

STEPHEN J. GARRY & ASSOCIATES, LLC reported BOEING CO (BA) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows BA at 0.17% 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 STEPHEN J. GARRY & ASSOCIATES, 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
2026 Q1

BA was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% 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 2026 Q1

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.

BA stock page STEPHEN J. GARRY & ASSOCIATES, LLC fund profile STEPHEN J. GARRY & ASSOCIATES, LLC full holdings
How STEPHEN J. GARRY & ASSOCIATES, LLC held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,061 -100 -8.6% 0.17% $211K 2026-04-16 $218.88
2025 Q4 UNCHANGED — — — 1,161 — 0% 0.20% $252K 2026-01-16 $247.68
2025 Q3 UNCHANGED — — — 1,161 — 0% 0.20% $251K 2025-11-12 $195.50
2025 Q2 ADDED — — — 1,161 +162 +16.2% 0.21% $243K 2025-07-23 $233.88
2024 Q4 INITIATED — — — 999 — — 0.29% $260K 2025-02-14 $184.42

🏢 Other funds also holding BA

As of 2026 Q1 — sorted by position size

KING STREET CAPITAL MANAGEMENT, L.P. 3Y 7Y 15.68% Rovida Investment Management Ltd 15.4% Newport Trust Company, LLC 3Y 7Y 14.01% Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.99% Dilation Capital Management LP 10.88% Sender Co & Partners, Inc. 3Y 10.3% Welch Financial Planning, LLC 8.52% Pentwater Capital Management LP 3Y 7Y 7.3% Kite Lake Capital Management (UK) LLP 3Y 6.39% CMG Global Holdings, LLC 3Y 5.32%

FAQ About STEPHEN J. GARRY & ASSOCIATES, 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 STEPHEN J. GARRY & ASSOCIATES, LLC reported owning BA?

STEPHEN J. GARRY & ASSOCIATES, LLC reported BA across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BA position in STEPHEN J. GARRY & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for BA was 0.29% in 2024 Q4.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q1, when STEPHEN J. GARRY & ASSOCIATES, LLC reported 1,061 shares, equal to 0.17% of portfolio, with an estimated market value of $211K.

What does the chart on this BA ownership page compare?

The chart compares STEPHEN J. GARRY & ASSOCIATES, 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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