IFWM
BBWI icon

Institute for Wealth Management’s Bath & Body Works BBWI Stock Holding History

Institute for Wealth Management’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.1K Buy
+1,377
New +$26.3K 0.01% 746
2025
Q4 		– Sell
-8,850
Closed -$458K – 548
2025
Q3 		$458K Buy
+8,850
New +$262K 0.05% 340

Other funds holding BBWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Institute for Wealth Management's BBWI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bath & Body Works (BBWI) in Q2 2026: 1,377 shares worth $81.1K. The stake represents 0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BBWI as recently as Q3 2025.

Institute for Wealth Management first reported a position in BBWI in Q3 2025 and has held it in 2 quarters since. The position peaked at $458K in Q3 2025. 468 funds tracked by Wall St. Rank hold BBWI as of Q2 2026.

  • Institute for Wealth Management held 1,377 shares of Bath & Body Works worth $81.1K as of Q2 2026.
  • Bath & Body Works was a new Institute for Wealth Management position in Q2 2026.
  • Bath & Body Works made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #746 holding.
  • Institute for Wealth Management first reported a position in Bath & Body Works in Q3 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Bath & Body Works position peaked at $458K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Bath & Body Works as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.