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Bornite Capital Management’s Corning GLW Stock Holding History

Bornite Capital Management’s Portfolio GLW Stock Details GLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-730,000
Closed -$63.9M – 24
2025
Q4 		$63.9M Sell
730,000
-100,000
-12% -$8.61M 6.24% 6
2025
Q3 		$68.1M Buy
+830,000
New +$54.2M 6.32% 2
2024
Q3 		– Sell
-250,000
Closed -$9.71M – 51
2024
Q2 		$9.71M Buy
+250,000
New +$8.73M 1.6% 35

Other funds holding GLW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bornite Capital Management's GLW Position: Q1 2026 in Review

Bornite Capital Management sold out of Corning (GLW) in Q1 2026, closing a stake of 730,000 shares — an estimated $63.9M sold.

Bornite Capital Management first reported a position in GLW in Q2 2024 and held it in 3 quarters. The position peaked at $68.1M in Q3 2025. 2,246 funds tracked by Wall St. Rank hold GLW as of Q1 2026.

  • Bornite Capital Management reported no remaining Corning position as of Q1 2026 after selling out during the quarter.
  • Bornite Capital Management sold 730,000 Corning shares in Q1 2026, an estimated $63.9M.
  • Bornite Capital Management first reported a position in Corning in Q2 2024 and held it in 3 quarters.
  • Bornite Capital Management's Corning position peaked at $68.1M in Q3 2025.
  • 2,246 funds tracked by Wall St. Rank held Corning as of Q1 2026.

Based on Bornite Capital Management's 13F filing for Q1 2026, filed 15 May 2026.