PCM
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Polymer Capital Management’s Boeing BA Stock Holding History

Polymer Capital Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$2.1M – 766
2025
Q2 		$2.1M Sell
10,000
-2,500
-20% -$472K 0.25% 112
2025
Q1 		$2.13M Buy
+12,500
New +$2.16M 0.55% 44

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polymer Capital Management's BA Position: Q2 2026 in Review

Polymer Capital Management reduced its Boeing (BA) stake by 87% in Q2 2026, selling an estimated $3.38M and leaving 2,267 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #394.

Polymer Capital Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.27M in Q4 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Polymer Capital Management held 2,267 shares of Boeing worth $491K as of Q2 2026.
  • Polymer Capital Management sold 15,177 Boeing shares in Q2 2026, an estimated $3.38M.
  • Boeing made up 0.07% of Polymer Capital Management's portfolio in Q2 2026, its #394 holding.
  • Polymer Capital Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • Polymer Capital Management's Boeing position peaked at $5.27M in Q4 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.