Forum Financial Management’s BorgWarner BWA Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-9,341	Closed	-$421K	–	433
2025 Q4	$421K	Buy	9,341 +3	+0%	+$131	0.01%	567
2025 Q3	$410K	Buy	9,338 +1,072	+13%	+$42.8K	0.01%	558
2025 Q2	$277K	Buy	8,266 +5	+0.1%	+$153	﹤0.01%	718
2025 Q1	$237K	Buy	+8,261	New	+$251K	﹤0.01%	720
2024 Q4	–	Sell	-6,442	Closed	-$234K	–	939
2024 Q3	$234K	Hold	6,442	–	–	﹤0.01%	645
2024 Q2	$208K	Buy	6,442 +5	+0.1%	+$173	﹤0.01%	660
2024 Q1	$224K	Sell	6,437 -3	-0%	-$98	﹤0.01%	649
2023 Q4	$231K	Sell	6,440 -7	-0.1%	-$250	﹤0.01%	577
2023 Q3	$260K	Sell	6,447 -877	-12%	-$37.1K	0.01%	470
2023 Q2	$315K	Buy	7,324 +29	+0.4%	+$1.19K	0.01%	418
2023 Q1	$315K	Sell	7,295 -81	-1%	-$3.35K	0.01%	388
2022 Q4	$261K	Buy	+7,376	New	+$251K	0.01%	436
2022 Q3	–	Sell	-7,215	Closed	-$212K	–	554
2022 Q2	$212K	Buy	7,215 +905	+14%	+$29.8K	0.01%	496
2022 Q1	$216K	Hold	6,310	–	–	0.01%	534
2021 Q4	$250K	Buy	+6,310	New	+$253K	0.01%	502

Other funds holding BWA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forum Financial Management's BWA Position: Q1 2026 in Review

Forum Financial Management sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 9,341 shares — an estimated $421K sold.

Forum Financial Management first reported a position in BWA in Q4 2021 and held it in 15 quarters. The position peaked at $421K in Q4 2025. 714 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Forum Financial Management reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 9,341 BorgWarner shares in Q1 2026, an estimated $421K.
Forum Financial Management first reported a position in BorgWarner in Q4 2021 and held it in 15 quarters.
Forum Financial Management's BorgWarner position peaked at $421K in Q4 2025.
714 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.