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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
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

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BAM Wealth Management's WAB Position: Q2 2026 in Review

BAM Wealth Management reduced its Wabtec (WAB) stake by 22% in Q2 2026, selling an estimated $210K and leaving 2,760 shares worth $744K. The position accounts for 0.47% of the portfolio, ranked #59.

BAM Wealth Management first reported a position in WAB in Q3 2025 and has held it in 4 quarters since. The position peaked at $888K in Q1 2026. 616 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • BAM Wealth Management held 2,760 shares of Wabtec worth $744K as of Q2 2026.
  • BAM Wealth Management sold 794 Wabtec shares in Q2 2026, an estimated $210K.
  • Wabtec made up 0.47% of BAM Wealth Management's portfolio in Q2 2026, its #59 holding.
  • BAM Wealth Management first reported a position in Wabtec in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Wabtec position peaked at $888K in Q1 2026.
  • 616 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.