Globeflex Capital’s BorgWarner BWA Stock Holding History

Globeflex Capital’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	$982K	Sell	18,098 -20,016	-53%	-$1.06M	0.15%	158
2025 Q4	$1.72M	Hold	38,114	–	–	0.26%	100
2025 Q3	$1.68M	Buy	+38,114	New	+$1.52M	0.26%	107
2024 Q1	–	Sell	-5,130	Closed	-$184K	–	485
2023 Q4	$184K	Hold	5,130	–	–	0.02%	330
2023 Q3	$207K	Sell	5,130 -4,166	-45%	-$176K	0.02%	319
2023 Q2	$400K	Buy	9,296 +6,229	+203%	+$256K	0.04%	273
2023 Q1	$133K	Hold	3,067	–	–	0.02%	370
2022 Q4	$109K	Buy	+3,067	New	+$104K	0.01%	386
2021 Q2	–	Sell	-9,703	Closed	-$396K	–	456
2021 Q1	$396K	Buy	9,703 +574	+6%	+$22.4K	0.07%	319
2020 Q4	$311K	Buy	+9,129	New	+$310K	0.07%	339
2017 Q1	–	Sell	-44,403	Closed	-$1.54M	–	469
2016 Q4	$1.54M	Buy	+44,403	New	+$1.43M	0.38%	72

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Globeflex Capital's BWA Position: Q1 2026 in Review

Globeflex Capital reduced its BorgWarner (BWA) stake by 53% in Q1 2026, selling an estimated $1.06M and leaving 18,098 shares worth $982K. The position accounts for 0.15% of the portfolio, ranked #158.

Globeflex Capital first reported a position in BWA in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2025. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Globeflex Capital held 18,098 shares of BorgWarner worth $982K as of Q1 2026.
Globeflex Capital sold 20,016 BorgWarner shares in Q1 2026, an estimated $1.06M.
BorgWarner made up 0.15% of Globeflex Capital's portfolio in Q1 2026, its #158 holding.
Globeflex Capital first reported a position in BorgWarner in Q4 2016 and has held it in 11 quarters since.
Globeflex Capital's BorgWarner position peaked at $1.72M in Q4 2025.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.