Anchor Investment Management’s Babcock & Wilcox BW Stock Holding History

Anchor Investment Management’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$3.17K	–	1071
2025 Q4	$3.17K	Hold	500	–	–	﹤0.01%	940
2025 Q3	$1.45K	Hold	500	–	–	﹤0.01%	1003
2025 Q2	$481	Hold	500	–	–	﹤0.01%	1015
2025 Q1	$336	Hold	500	–	–	﹤0.01%	1016
2024 Q4	$820	Buy	+500	New	+$1.06K	﹤0.01%	983

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Anchor Investment Management's BW Position: Q1 2026 in Review

Anchor Investment Management sold out of Babcock & Wilcox (BW) in Q1 2026, closing a stake of 500 shares — an estimated $3.17K sold.

Anchor Investment Management first reported a position in BW in Q4 2024 and held it in 5 quarters. The position peaked at $3.17K in Q4 2025. 152 funds tracked by Wall St. Rank hold BW as of Q1 2026.

Anchor Investment Management reported no remaining Babcock & Wilcox position as of Q1 2026 after selling out during the quarter.
Anchor Investment Management sold 500 Babcock & Wilcox shares in Q1 2026, an estimated $3.17K.
Anchor Investment Management first reported a position in Babcock & Wilcox in Q4 2024 and held it in 5 quarters.
Anchor Investment Management's Babcock & Wilcox position peaked at $3.17K in Q4 2025.
152 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.