PCM
BA icon

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
Q4 		– Sell
-10,000
Closed -$2.16M – 772
2025
Q3 		$2.16M Sell
10,000
-12,500
-56% -$2.82M 0.23% 98
2025
Q2 		$4.71M Buy
+22,500
New +$4.25M 0.56% 47

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polymer Capital Management's BA Position: Q1 2026 in Review

Polymer Capital Management reduced its Boeing (BA) stake by 28% in Q1 2026, selling an estimated $1.55M and leaving 17,444 shares worth $3.47M. The position accounts for 0.35% of the portfolio, ranked #64.

Polymer Capital Management first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.27M in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Polymer Capital Management held 17,444 shares of Boeing worth $3.47M as of Q1 2026.
  • Polymer Capital Management sold 6,811 Boeing shares in Q1 2026, an estimated $1.55M.
  • Boeing made up 0.35% of Polymer Capital Management's portfolio in Q1 2026, its #64 holding.
  • Polymer Capital Management first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • Polymer Capital Management's Boeing position peaked at $5.27M in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.