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FSM Wealth Advisors’s BorgWarner BWA Stock Holding History

FSM Wealth 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 Sell
4,055
-657
-14% -$41.6K 0.03% 283
2026
Q1 		$256K Buy
4,712
+113
+2% +$5.96K 0.03% 261
2025
Q4 		$207K Sell
4,599
-5,051
-52% -$221K 0.03% 297
2025
Q3 		$424K Buy
9,650
+16
+0.2% +$639 0.06% 192
2025
Q2 		$336K Buy
+9,634
New +$295K 0.05% 203

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

FSM Wealth Advisors's BWA Position: Q2 2026 in Review

FSM Wealth Advisors reduced its BorgWarner (BWA) stake by 14% in Q2 2026, selling an estimated $41.6K and leaving 4,055 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #283.

FSM Wealth Advisors first reported a position in BWA in Q2 2025 and has held it in 5 quarters since. The position peaked at $424K in Q3 2025. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • FSM Wealth Advisors held 4,055 shares of BorgWarner worth $269K as of Q2 2026.
  • FSM Wealth Advisors sold 657 BorgWarner shares in Q2 2026, an estimated $41.6K.
  • BorgWarner made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • FSM Wealth Advisors first reported a position in BorgWarner in Q2 2025 and has held it in 5 quarters since.
  • FSM Wealth Advisors's BorgWarner position peaked at $424K in Q3 2025.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.