Farmers & Merchants Investments Inc’s BorgWarner BWA Stock Holding History

Farmers & Merchants Investments Inc’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	$12K	Sell	180 -5	-3%	-$317	﹤0.01%	737
2026 Q1	$10K	Sell	185 -30	-14%	-$1.58K	﹤0.01%	772
2025 Q4	$9.69K	Buy	215 +100	+87%	+$4.38K	﹤0.01%	758
2025 Q3	$5.05K	Buy	115 +40	+53%	+$1.6K	﹤0.01%	971
2025 Q2	$2.51K	Sell	75 -70	-48%	-$2.15K	﹤0.01%	1152
2025 Q1	$4.15K	Hold	145	–	–	﹤0.01%	964
2024 Q4	$4.61K	Hold	145	–	–	﹤0.01%	826
2024 Q3	$5.26K	Hold	145	–	–	﹤0.01%	805
2024 Q2	$4.67K	Hold	145	–	–	﹤0.01%	804
2024 Q1	$5.04K	Hold	145	–	–	﹤0.01%	749
2023 Q4	$5.2K	Hold	145	–	–	﹤0.01%	750
2023 Q3	$5.85K	Sell	145 -20	-12%	-$847	﹤0.01%	710
2023 Q2	$7.09K	Hold	165	–	–	﹤0.01%	704
2023 Q1	$7.12K	Hold	165	–	–	﹤0.01%	680
2022 Q4	$5.84K	Hold	165	–	–	﹤0.01%	744
2022 Q3	$5K	Buy	165 +34	+26%	+$1.1K	﹤0.01%	740
2022 Q2	$4K	Hold	131	–	–	﹤0.01%	875
2022 Q1	$4K	Hold	131	–	–	﹤0.01%	895
2021 Q4	$5K	Hold	131	–	–	﹤0.01%	887
2021 Q3	$5K	Hold	131	–	–	﹤0.01%	844
2021 Q2	$6K	Buy	131 +13	+11%	+$573	﹤0.01%	750
2021 Q1	$5K	Hold	118	–	–	﹤0.01%	758
2020 Q4	$4K	Buy	118 +3	+3%	+$102	﹤0.01%	779
2020 Q3	$4K	Hold	115	–	–	﹤0.01%	740
2020 Q2	$4K	Buy	115 +4	+4%	+$105	﹤0.01%	734
2020 Q1	$2K	Hold	111	–	–	﹤0.01%	778
2019 Q4	$4K	Hold	111	–	–	﹤0.01%	772
2019 Q3	$4K	Hold	111	–	–	﹤0.01%	764
2019 Q2	$4K	Buy	111 +6	+6%	+$213	﹤0.01%	761
2019 Q1	$4K	Buy	105 +21	+25%	+$726	﹤0.01%	754
2018 Q4	$3K	Hold	84	–	–	﹤0.01%	734
2018 Q3	$3K	Buy	84 +4	+5%	+$157	﹤0.01%	780
2018 Q2	$3K	Hold	80	–	–	﹤0.01%	777
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	724
2017 Q4	$4K	Hold	80	–	–	﹤0.01%	740
2017 Q3	$4K	Buy	80 +27	+51%	+$1.1K	﹤0.01%	701
2017 Q2	$2K	Hold	53	–	–	﹤0.01%	748
2017 Q1	$2K	Hold	53	–	–	﹤0.01%	673
2016 Q4	$2K	Sell	53 -59	-53%	-$1.9K	﹤0.01%	729
2016 Q3	$3K	Hold	112	–	–	﹤0.01%	652
2016 Q2	$3K	Hold	112	–	–	﹤0.01%	613
2016 Q1	$4K	Hold	112	–	–	﹤0.01%	600
2015 Q4	$4K	Hold	112	–	–	﹤0.01%	583
2015 Q3	$4K	Buy	112 +59	+111%	+$2.45K	﹤0.01%	603
2015 Q2	$3K	Hold	53	–	–	﹤0.01%	662
2015 Q1	$3K	Buy	+53	New	+$2.7K	﹤0.01%	673

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Farmers & Merchants Investments Inc's BWA Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its BorgWarner (BWA) stake by 2.7% in Q2 2026, selling an estimated $317 and leaving 180 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Farmers & Merchants Investments Inc first reported a position in BWA in Q1 2015 and has held it in 46 quarters since. 477 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Farmers & Merchants Investments Inc held 180 shares of BorgWarner worth $12K as of Q2 2026.
Farmers & Merchants Investments Inc sold 5 BorgWarner shares in Q2 2026, an estimated $317.
BorgWarner made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #737 holding.
Farmers & Merchants Investments Inc first reported a position in BorgWarner in Q1 2015 and has held it in 46 quarters since.
477 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.