CA
BWA icon

CSM Advisors’s BorgWarner BWA Stock Holding History

CSM Advisors’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 		$269K Hold
4,050
– – 0.01% 393
2026
Q1 		$220K Buy
+4,050
New +$213K 0.01% 403
2025
Q4 		– Sell
-30,554
Closed -$1.34M – 402
2025
Q3 		$1.34M Sell
30,554
-30,190
-50% -$1.21M 0.04% 323
2025
Q2 		$2.03M Buy
60,744
+7,320
+14% +$224K 0.06% 284
2025
Q1 		$1.53M Sell
53,424
-1,500
-3% -$45.5K 0.08% 96
2024
Q4 		$1.75M Buy
54,924
+1,500
+3% +$51.1K 0.08% 97
2024
Q3 		$1.94M Buy
53,424
+19,635
+58% +$647K 0.13% 98
2024
Q2 		$1.09M Hold
33,789
– – 0.08% 98
2024
Q1 		$1.17M Sell
33,789
-106,310
-76% -$3.48M 0.08% 103
2023
Q4 		$5.03M Sell
140,099
-1,159
-0.8% -$41.4K 0.36% 75
2023
Q3 		$5.7M Sell
141,258
-19,211
-12% -$814K 0.5% 60
2023
Q2 		$6.91M Sell
160,469
-11,894
-7% -$489K 0.52% 57
2023
Q1 		$7.45M Buy
172,363
+5,680
+3% +$235K 0.64% 48
2022
Q4 		$5.91M Buy
166,683
+795
+0.5% +$27K 0.56% 52
2022
Q3 		$4.58M Sell
165,888
-21,323
-11% -$688K 0.5% 64
2022
Q2 		$5.5M Buy
187,211
+1,784
+1% +$58.8K 0.5% 62
2022
Q1 		$6.35M Sell
185,427
-18,233
-9% -$681K 0.43% 65
2021
Q4 		$8.08M Sell
203,660
-1,857
-0.9% -$74.6K 0.53% 57
2021
Q3 		$7.82M Buy
205,517
+1,249
+0.6% +$49.7K 0.58% 51
2021
Q2 		$8.73M Sell
204,268
-12,984
-6% -$572K 0.58% 47
2021
Q1 		$8.87M Buy
+217,252
New +$8.47M 1.25% 34

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

CSM Advisors's BWA Position: Q2 2026 in Review

CSM Advisors held its BorgWarner (BWA) position steady in Q2 2026 at 4,050 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #393.

CSM Advisors first reported a position in BWA in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.87M in Q1 2021. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • CSM Advisors held 4,050 shares of BorgWarner worth $269K as of Q2 2026.
  • CSM Advisors left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.01% of CSM Advisors's portfolio in Q2 2026, its #393 holding.
  • CSM Advisors first reported a position in BorgWarner in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's BorgWarner position peaked at $8.87M in Q1 2021.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.