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Jackson Thornton Wealth Management’s BorgWarner BWA Stock Holding History

Jackson Thornton Wealth 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
Q1 		$514K Sell
9,427
-2,781
-23% -$147K 0.05% 105
2025
Q4 		$585K Sell
12,208
-693
-5% -$30.4K 0.06% 95
2025
Q3 		$553K Buy
12,901
+6,208
+93% +$248K 0.06% 88
2025
Q2 		$236K Buy
+6,693
New +$205K 0.03% 115

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jackson Thornton Wealth Management's BWA Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its BorgWarner (BWA) stake by 23% in Q1 2026, selling an estimated $147K and leaving 9,427 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #105.

Jackson Thornton Wealth Management first reported a position in BWA in Q2 2025 and has held it in 4 quarters since. The position peaked at $585K in Q4 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Jackson Thornton Wealth Management held 9,427 shares of BorgWarner worth $514K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 2,781 BorgWarner shares in Q1 2026, an estimated $147K.
  • BorgWarner made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Jackson Thornton Wealth Management first reported a position in BorgWarner in Q2 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's BorgWarner position peaked at $585K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.