LMR Partners’s BorgWarner BWA Stock Holding History

LMR Partners’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	–	Sell	-6,391	Closed	-$288K	–	1493
2025 Q4	$288K	Buy	+6,391	New	+$280K	﹤0.01%	1221
2024 Q4	–	Sell	-23,506	Closed	-$853K	–	1243
2024 Q3	$853K	Buy	23,506 +27	+0.1%	+$890	0.01%	764
2024 Q2	$757K	Buy	+23,479	New	+$813K	0.01%	713
2023 Q3	–	Sell	-8,772	Closed	-$378K	–	949
2023 Q2	$378K	Buy	+8,772	New	+$361K	﹤0.01%	523
2021 Q1	–	Sell	-14,374	Closed	-$489K	–	964
2020 Q4	$489K	Buy	+14,374	New	+$487K	0.01%	347
2020 Q3	–	Sell	-42,052	Closed	-$1.31M	–	466
2020 Q2	$1.31M	Buy	+42,052	New	+$1.11M	0.03%	321
2018 Q4	–	Sell	-11,746	Closed	-$442K	–	347
2018 Q3	$442K	Buy	+11,746	New	+$462K	0.03%	203
2018 Q2	–	Sell	-22,514	Closed	-$1.01M	–	484
2018 Q1	$1.01M	Hold	22,514	–	–	0.1%	180
2017 Q4	$1.01M	Buy	22,514 +8,279	+58%	+$383K	0.1%	180
2017 Q3	$642K	Buy	+14,235	New	+$581K	0.07%	155
2017 Q2	–	Sell	-7,389	Closed	-$272K	–	606
2017 Q1	$272K	Buy	+7,389	New	+$269K	0.03%	305
2016 Q4	–	Sell	-46,993	Closed	-$1.46M	–	331
2016 Q3	$1.46M	Buy	+46,993	New	+$1.39M	0.14%	145
2015 Q3	–	Sell	-14,216	Closed	-$712K	–	333
2015 Q2	$712K	Buy	+14,216	New	+$759K	0.09%	269
2014 Q3	–	Sell	-59,000	Closed	-$3.39M	–	344
2014 Q2	$3.39M	Buy	+59,000	New	+$3.25M	0.28%	89

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LMR Partners's BWA Position: Q1 2026 in Review

LMR Partners sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 6,391 shares — an estimated $288K sold.

LMR Partners first reported a position in BWA in Q2 2014 and held it in 14 quarters. The position peaked at $3.39M in Q2 2014. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

LMR Partners reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 6,391 BorgWarner shares in Q1 2026, an estimated $288K.
LMR Partners first reported a position in BorgWarner in Q2 2014 and held it in 14 quarters.
LMR Partners's BorgWarner position peaked at $3.39M in Q2 2014.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.