Baldwin Investment Management’s BorgWarner BWA Stock Holding History

Baldwin Investment Management’s Portfolio BWA Stock Details BWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	25,457 +1,450	+6%	+$76.4K	0.16%	78
2025 Q4	$1.08M	Sell	24,007 -528	-2%	-$23.1K	0.12%	100
2025 Q3	$1.08M	Sell	24,535 -700	-3%	-$28K	0.12%	105
2025 Q2	$845K	Sell	25,235 -33,075	-57%	-$1.01M	0.1%	125
2025 Q1	$1.67M	Sell	58,310 -22,038	-27%	-$669K	0.2%	63
2024 Q4	$2.55M	Sell	80,348 -1,156	-1%	-$39.4K	0.33%	44
2024 Q3	$2.96M	Buy	81,504 +10,249	+14%	+$338K	0.37%	40
2024 Q2	$2.3M	Buy	71,255 +22,815	+47%	+$790K	0.31%	50
2024 Q1	$1.68M	Buy	+48,440	New	+$1.58M	0.23%	69

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baldwin Investment Management's BWA Position: Q1 2026 in Review

Baldwin Investment Management increased its BorgWarner (BWA) stake by 6% in Q1 2026, buying an estimated $76.4K and bringing the position to 25,457 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #78.

Baldwin Investment Management first reported a position in BWA in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.96M in Q3 2024. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Baldwin Investment Management held 25,457 shares of BorgWarner worth $1.38M as of Q1 2026.
Baldwin Investment Management bought 1,450 BorgWarner shares in Q1 2026, an estimated $76.4K.
BorgWarner made up 0.16% of Baldwin Investment Management's portfolio in Q1 2026, its #78 holding.
Baldwin Investment Management first reported a position in BorgWarner in Q1 2024 and has held it in 9 quarters since.
Baldwin Investment Management's BorgWarner position peaked at $2.96M in Q3 2024.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.