BAM Wealth Management
WAB icon

BAM Wealth Management’s Wabtec WAB Stock Holding History

BAM Wealth Management’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$700K Sell
2,437
-323
-12% -$91.8K 0.38% 69
2026
Q2 		$744K Sell
2,760
-794
-22% -$210K 0.47% 59
2026
Q1 		$888K Sell
3,554
-348
-9% -$84.1K 0.66% 36
2025
Q4 		$833K Sell
3,902
-254
-6% -$52.2K 0.6% 47
2025
Q3 		$833K Buy
+4,156
New +$820K 0.65% 40

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BAM Wealth Management's WAB Position: Q3 2026 in Review

BAM Wealth Management reduced its Wabtec (WAB) stake by 12% in Q3 2026, selling an estimated $91.8K and leaving 2,437 shares worth $700K. The position accounts for 0.38% of the portfolio, ranked #69.

BAM Wealth Management first reported a position in WAB in Q3 2025 and has held it in 5 quarters since. The position peaked at $888K in Q1 2026. 763 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • BAM Wealth Management held 2,437 shares of Wabtec worth $700K as of Q3 2026.
  • BAM Wealth Management sold 323 Wabtec shares in Q3 2026, an estimated $91.8K.
  • Wabtec made up 0.38% of BAM Wealth Management's portfolio in Q3 2026, its #69 holding.
  • BAM Wealth Management first reported a position in Wabtec in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's Wabtec position peaked at $888K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.