WESTWOOD MANAGEMENT CORP /TX BA BOEING COMPANY COM

Ownership history in WESTWOOD MANAGEMENT CORP /TX  ·  33 quarters on record

AI Ownership Summary

WESTWOOD MANAGEMENT CORP /TX reported BOEING COMPANY COM (BA) in 33 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESTWOOD MANAGEMENT CORP /TX's position in BOEING COMPANY COM, 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

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

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

Time in book
Holding Window
33 quarters

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 WESTWOOD MANAGEMENT CORP /TX 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 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WESTWOOD MANAGEMENT CORP /TX and BA

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

How long has WESTWOOD MANAGEMENT CORP /TX reported owning BA?

WESTWOOD MANAGEMENT CORP /TX reported BA across 0 quarterly 13F filings.

What was the largest reported BA position in WESTWOOD MANAGEMENT CORP /TX's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BA in WESTWOOD MANAGEMENT CORP /TX.

What is the latest reported BA position on this page?

The most recent filing on this page is 2013 Q1, when WESTWOOD MANAGEMENT CORP /TX reported 1,677,140 shares, equal to 1.27% of portfolio, with an estimated market value of $144.0M.

What does the chart on this BA ownership page compare?

The chart compares WESTWOOD MANAGEMENT CORP /TX'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.

How well did WESTWOOD MANAGEMENT CORP /TX time their BA position?

Based on 13F filing dates vs. subsequent BA price moves, WESTWOOD MANAGEMENT CORP /TX correctly timed 11 out of 32 reported position changes (34%). The annualised alpha on BA relative to SPY over the holding period was +2.9%.

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