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Lipe & Dalton’s BorgWarner BWA Stock Holding History

Lipe & Dalton’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
Q2 		$4.5M Sell
67,775
-1,775
-3% -$112K 2.09% 16
2026
Q1 		$3.77M Sell
69,550
-5,320
-7% -$280K 1.98% 19
2025
Q4 		$3.37M Sell
74,870
-2,385
-3% -$104K 1.67% 19
2025
Q3 		$3.4M Hold
77,255
– – 1.68% 20
2025
Q2 		$2.59M Sell
77,255
-3,620
-4% -$111K 1.4% 27
2025
Q1 		$2.32M Buy
80,875
+275
+0.3% +$8.34K 1.3% 29
2024
Q4 		$2.56M Sell
80,600
-135
-0.2% -$4.6K 1.36% 26
2024
Q3 		$2.93M Hold
80,735
– – 1.48% 24
2024
Q2 		$2.6M Buy
80,735
+9,990
+14% +$346K 1.4% 26
2024
Q1 		$2.46M Buy
+70,745
New +$2.31M 1.27% 29

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lipe & Dalton's BWA Position: Q2 2026 in Review

Lipe & Dalton reduced its BorgWarner (BWA) stake by 2.6% in Q2 2026, selling an estimated $112K and leaving 67,775 shares worth $4.5M. The position accounts for 2.09% of the portfolio, ranked #16.

Lipe & Dalton first reported a position in BWA in Q1 2024 and has held it in 10 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Lipe & Dalton held 67,775 shares of BorgWarner worth $4.5M as of Q2 2026.
  • Lipe & Dalton sold 1,775 BorgWarner shares in Q2 2026, an estimated $112K.
  • BorgWarner made up 2.09% of Lipe & Dalton's portfolio in Q2 2026, its #16 holding.
  • Lipe & Dalton first reported a position in BorgWarner in Q1 2024 and has held it in 10 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.