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Leith Wheeler Investment Counsel’s BorgWarner BWA Stock Holding History

Leith Wheeler Investment Counsel’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 		$26.7M Sell
492,802
-44,361
-8% -$2.34M 2.21% 9
2025
Q4 		$24.2M Sell
537,163
-81,132
-13% -$3.55M 1.82% 14
2025
Q3 		$27.2M Sell
618,295
-420,408
-40% -$16.8M 1.84% 15
2025
Q2 		$34.8M Buy
1,038,703
+26,872
+3% +$824K 2.47% 9
2025
Q1 		$29M Buy
+1,011,831
New +$30.7M 2.01% 15
2024
Q3 		– Sell
-514,650
Closed -$16.6M – 66
2024
Q2 		$16.6M Buy
514,650
+131,465
+34% +$4.55M 1.43% 17
2024
Q1 		$13.3M Buy
383,185
+48,020
+14% +$1.57M 1.29% 20
2023
Q4 		$12M Buy
335,165
+178,100
+113% +$6.36M 1.32% 18
2023
Q3 		$6.34M Buy
157,065
+1,189
+0.8% +$50.4K 0.84% 38
2023
Q2 		$6.71M Buy
155,876
+12,666
+9% +$521K 0.88% 31
2023
Q1 		$6.19M Buy
143,210
+9,315
+7% +$386K 0.91% 29
2022
Q4 		$4.74M Buy
133,895
+25,901
+24% +$881K 0.71% 31
2022
Q3 		$2.98M Buy
107,994
+36,239
+51% +$1.17M 0.5% 33
2022
Q2 		$2.71M Buy
71,755
+33,754
+89% +$1.11M 0.36% 31
2022
Q1 		$1.3M Buy
+38,001
New +$1.42M 0.19% 33

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

Leith Wheeler Investment Counsel's BWA Position: Q1 2026 in Review

Leith Wheeler Investment Counsel reduced its BorgWarner (BWA) stake by 8.3% in Q1 2026, selling an estimated $2.34M and leaving 492,802 shares worth $26.7M. The position accounts for 2.21% of the portfolio, ranked #9.

Leith Wheeler Investment Counsel first reported a position in BWA in Q1 2022 and has held it in 15 quarters since. The position peaked at $34.8M in Q2 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Leith Wheeler Investment Counsel held 492,802 shares of BorgWarner worth $26.7M as of Q1 2026.
  • Leith Wheeler Investment Counsel sold 44,361 BorgWarner shares in Q1 2026, an estimated $2.34M.
  • BorgWarner made up 2.21% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #9 holding.
  • Leith Wheeler Investment Counsel first reported a position in BorgWarner in Q1 2022 and has held it in 15 quarters since.
  • Leith Wheeler Investment Counsel's BorgWarner position peaked at $34.8M in Q2 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.