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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
Q2 		$2.39M Buy
36,018
+10,561
+41% +$669K 0.23% 66
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Baldwin Investment Management's BWA Position: Q2 2026 in Review

Baldwin Investment Management increased its BorgWarner (BWA) stake by 41% in Q2 2026, buying an estimated $669K and bringing the position to 36,018 shares worth $2.39M. The position accounts for 0.23% of the portfolio, ranked #66.

Baldwin Investment Management first reported a position in BWA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.96M in Q3 2024. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Baldwin Investment Management held 36,018 shares of BorgWarner worth $2.39M as of Q2 2026.
  • Baldwin Investment Management bought 10,561 BorgWarner shares in Q2 2026, an estimated $669K.
  • BorgWarner made up 0.23% of Baldwin Investment Management's portfolio in Q2 2026, its #66 holding.
  • Baldwin Investment Management first reported a position in BorgWarner in Q1 2024 and has held it in 10 quarters since.
  • Baldwin Investment Management's BorgWarner position peaked at $2.96M in Q3 2024.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.