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Goelzer Investment Management’s BorgWarner BWA Stock Holding History

Goelzer Investment 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
Q2 		$2.01M Buy
30,216
+22,981
+318% +$1.46M 0.09% 139
2026
Q1 		$393K Sell
7,235
-30
-0.4% -$1.58K 0.02% 240
2025
Q4 		$327K Sell
7,265
-2,116
-23% -$92.7K 0.02% 240
2025
Q3 		$412K Sell
9,381
-1,803
-16% -$72.1K 0.02% 204
2025
Q2 		$374K Sell
11,184
-120,290
-91% -$3.69M 0.02% 208
2025
Q1 		$3.77M Buy
131,474
+1,578
+1% +$47.9K 0.22% 100
2024
Q4 		$4.13M Sell
129,896
-2,516
-2% -$85.7K 0.24% 94
2024
Q3 		$4.81M Sell
132,412
-6,506
-5% -$214K 0.26% 88
2024
Q2 		$4.48M Buy
138,918
+38,637
+39% +$1.34M 0.25% 87
2024
Q1 		$3.48M Sell
100,281
-3,045
-3% -$99.6K 0.2% 106
2023
Q4 		$3.7M Sell
103,326
-820
-0.8% -$29.3K 0.24% 97
2023
Q3 		$4.2M Sell
104,146
-15,018
-13% -$636K 0.3% 76
2023
Q2 		$5.13M Buy
119,164
+22,337
+23% +$919K 0.43% 70
2023
Q1 		$4.19M Sell
96,827
-4,627
-5% -$192K 0.36% 82
2022
Q4 		$3.59M Sell
101,454
-8,551
-8% -$291K 0.31% 92
2022
Q3 		$3.04M Sell
110,005
-3,051
-3% -$98.4K 0.3% 98
2022
Q2 		$3.32M Sell
113,056
-1,574
-1% -$51.8K 0.32% 98
2022
Q1 		$3.92M Sell
114,630
-4,780
-4% -$179K 0.34% 94
2021
Q4 		$4.74M Sell
119,410
-2,273
-2% -$91.3K 0.39% 78
2021
Q3 		$4.63M Sell
121,683
-12,124
-9% -$482K 0.41% 82
2021
Q2 		$5.72M Sell
133,807
-1,309
-1% -$57.6K 0.47% 65
2021
Q1 		$5.51M Sell
135,116
-3,876
-3% -$151K 0.49% 64
2020
Q4 		$4.73M Buy
138,992
+2,904
+2% +$98.5K 0.44% 78
2020
Q3 		$4.64M Sell
136,088
-337
-0.2% -$11.6K 0.43% 70
2020
Q2 		$4.24M Buy
136,425
+68,322
+100% +$1.8M 0.41% 76
2020
Q1 		$1.46M Buy
+68,103
New +$1.97M 0.17% 142

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Goelzer Investment Management's BWA Position: Q2 2026 in Review

Goelzer Investment Management increased its BorgWarner (BWA) stake by 318% in Q2 2026, buying an estimated $1.46M and bringing the position to 30,216 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #139.

Goelzer Investment Management first reported a position in BWA in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.72M in Q2 2021. 185 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Goelzer Investment Management held 30,216 shares of BorgWarner worth $2.01M as of Q2 2026.
  • Goelzer Investment Management bought 22,981 BorgWarner shares in Q2 2026, an estimated $1.46M.
  • BorgWarner made up 0.09% of Goelzer Investment Management's portfolio in Q2 2026, its #139 holding.
  • Goelzer Investment Management first reported a position in BorgWarner in Q1 2020 and has held it in 26 quarters since.
  • Goelzer Investment Management's BorgWarner position peaked at $5.72M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.