Iron Horse Wealth Management’s Babcock & Wilcox BW Stock Holding History

Iron Horse Wealth Management’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$96	Hold	100	–	–	﹤0.01%	575
2025 Q1	$67	Hold	100	–	–	﹤0.01%	588
2024 Q4	$164	Hold	100	–	–	﹤0.01%	489
2024 Q3	$204	Hold	100	–	–	﹤0.01%	485
2024 Q2	$145	Hold	100	–	–	﹤0.01%	466
2024 Q1	$113	Hold	100	–	–	﹤0.01%	452
2023 Q4	$146	Hold	100	–	–	﹤0.01%	483
2023 Q3	$421	Hold	100	–	–	﹤0.01%	472
2023 Q2	$590	Hold	100	–	–	﹤0.01%	280
2023 Q1	$606	Hold	100	–	–	﹤0.01%	312
2022 Q4	$1K	Buy	+100	New	+$546	﹤0.01%	210
2022 Q3	–	Sell	-100	Closed	-$1K	–	157
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	214
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	200
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	185
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	170
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	169
2021 Q1	$1K	Buy	+100	New	+$642	﹤0.01%	161

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

BCM

Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Iron Horse Wealth Management's BW Position: Q2 2025 in Review

Iron Horse Wealth Management held its Babcock & Wilcox (BW) position steady in Q2 2025 at 100 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Iron Horse Wealth Management first reported a position in BW in Q1 2021 and has held it in 17 quarters since. The position peaked at $1K in Q4 2022. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

Iron Horse Wealth Management held 100 shares of Babcock & Wilcox worth $96 as of Q2 2025.
Iron Horse Wealth Management left its Babcock & Wilcox share count unchanged in Q2 2025.
Babcock & Wilcox made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #575 holding.
Iron Horse Wealth Management first reported a position in Babcock & Wilcox in Q1 2021 and has held it in 17 quarters since.
Iron Horse Wealth Management's Babcock & Wilcox position peaked at $1K in Q4 2022.
73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.