Lloyd Advisory Services’s BorgWarner BWA Stock Holding History

Lloyd Advisory Services’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	–	Sell	-29	Closed	-$1.58K	–	682
2026 Q1	$1.58K	Buy	+29	New	+$1.53K	﹤0.01%	703
2024 Q2	–	Sell	-23,855	Closed	-$829K	–	105
2024 Q1	$829K	Buy	+23,855	New	+$780K	0.18%	98
2022 Q2	–	Sell	-668	Closed	-$23K	–	128
2022 Q1	$23K	Buy	+668	New	+$25K	0.01%	324
2021 Q3	–	Sell	-916	Closed	-$39K	–	391
2021 Q2	$39K	Hold	916	–	–	0.02%	178
2021 Q1	$37K	Buy	916 +204	+29%	+$7.95K	0.02%	166
2020 Q4	$24K	Hold	712	–	–	0.01%	168
2020 Q3	$24K	Buy	712 +244	+52%	+$8.39K	0.01%	150
2020 Q2	$15K	Buy	+468	New	+$12.3K	0.01%	168

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lloyd Advisory Services's BWA Position: Q2 2026 in Review

Lloyd Advisory Services sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 29 shares — an estimated $1.58K sold.

Lloyd Advisory Services first reported a position in BWA in Q2 2020 and held it in 8 quarters. The position peaked at $829K in Q1 2024. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Lloyd Advisory Services reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 29 BorgWarner shares in Q2 2026, an estimated $1.58K.
Lloyd Advisory Services first reported a position in BorgWarner in Q2 2020 and held it in 8 quarters.
Lloyd Advisory Services's BorgWarner position peaked at $829K in Q1 2024.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.