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Ironwood Investment Management’s Babcock & Wilcox BW Stock Holding History

Ironwood Investment 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
2026
Q2 		$704K Buy
49,899
+42
+0.1% +$713 0.24% 106
2026
Q1 		$732K Sell
49,857
-577
-1% -$6.07K 0.31% 95
2025
Q4 		$320K Sell
50,434
-160,873
-76% -$793K 0.13% 135
2025
Q3 		$613K Buy
211,307
+15,308
+8% +$27.1K 0.27% 105
2025
Q2 		$189K Buy
195,999
+114,776
+141% +$78.3K 0.09% 149
2025
Q1 		$54.6K Sell
81,223
-4,841
-6% -$5.99K 0.03% 159
2024
Q4 		$141K Sell
86,064
-328
-0.4% -$694 0.07% 154
2024
Q3 		$176K Buy
86,392
+2,747
+3% +$3.9K 0.09% 154
2024
Q2 		$121K Sell
83,645
-2,379
-3% -$2.86K 0.06% 158
2024
Q1 		$97.2K Buy
86,024
+6,310
+8% +$7.8K 0.05% 167
2023
Q4 		$116K Sell
79,714
-5,879
-7% -$12.5K 0.06% 158
2023
Q3 		$360K Sell
85,593
-1,836
-2% -$9.58K 0.22% 109
2023
Q2 		$516K Sell
87,429
-673
-0.8% -$3.94K 0.3% 89
2023
Q1 		$534K Buy
88,102
+5,111
+6% +$31.5K 0.33% 92
2022
Q4 		$479K Sell
82,991
-12,064
-13% -$65.9K 0.32% 96
2022
Q3 		$606K Buy
95,055
+155
+0.2% +$1.15K 0.42% 87
2022
Q2 		$572K Buy
94,900
+39
+0% +$273 0.38% 92
2022
Q1 		$774K Buy
94,861
+13,236
+16% +$103K 0.42% 83
2021
Q4 		$736K Buy
81,625
+1,456
+2% +$11.7K 0.36% 92
2021
Q3 		$514K Buy
80,169
+47
+0.1% +$328 0.27% 115
2021
Q2 		$631K Buy
80,122
+55,718
+228% +$460K 0.32% 106
2021
Q1 		$231K Buy
+24,404
New +$157K 0.12% 159

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ironwood Investment Management's BW Position: Q2 2026 in Review

Ironwood Investment Management increased its Babcock & Wilcox (BW) stake by 0.08% in Q2 2026, buying an estimated $713 and bringing the position to 49,899 shares worth $704K. The position accounts for 0.24% of the portfolio, ranked #106.

Ironwood Investment Management first reported a position in BW in Q1 2021 and has held it in 22 quarters since. The position peaked at $774K in Q1 2022. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Ironwood Investment Management held 49,899 shares of Babcock & Wilcox worth $704K as of Q2 2026.
  • Ironwood Investment Management bought 42 Babcock & Wilcox shares in Q2 2026, an estimated $713.
  • Babcock & Wilcox made up 0.24% of Ironwood Investment Management's portfolio in Q2 2026, its #106 holding.
  • Ironwood Investment Management first reported a position in Babcock & Wilcox in Q1 2021 and has held it in 22 quarters since.
  • Ironwood Investment Management's Babcock & Wilcox position peaked at $774K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.