Long Road Investment Counsel’s BorgWarner BWA Stock Holding History

Long Road 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	$2.55M	Hold	47,030	–	–	1%	30
2025 Q4	$2.12M	Buy	47,030 +500	+1%	+$21.9K	0.8%	36
2025 Q3	$2.05M	Hold	46,530	–	–	0.72%	38
2025 Q2	$1.56M	Sell	46,530 -500	-1%	-$15.3K	0.58%	43
2025 Q1	$1.35M	Buy	47,030 +1,000	+2%	+$30.3K	0.52%	43
2024 Q4	$1.46M	Hold	46,030	–	–	0.6%	40
2024 Q3	$1.67M	Hold	46,030	–	–	0.66%	39
2024 Q2	$1.48M	Hold	46,030	–	–	0.65%	38
2024 Q1	$1.6M	Sell	46,030 -3,000	-6%	-$98.1K	0.67%	36
2023 Q4	$1.66M	Buy	49,030 +2,000	+4%	+$71.4K	0.69%	35
2023 Q3	$1.9M	Sell	47,030 -6,396	-12%	-$271K	0.92%	30
2023 Q2	$2.3M	Hold	53,426	–	–	1.07%	26
2023 Q1	$2.31M	Buy	53,426 +341	+0.6%	+$14.1K	1.11%	27
2022 Q4	$1.88M	Sell	53,085 -1,477	-3%	-$50.2K	0.93%	32
2022 Q3	$1.51M	Hold	54,562	–	–	0.83%	34
2022 Q2	$1.6M	Buy	54,562 +795	+1%	+$26.2K	0.82%	34
2022 Q1	$1.84M	Sell	53,767 -1,477	-3%	-$55.2K	0.83%	35
2021 Q4	$2.19M	Sell	55,244 -3,180	-5%	-$128K	0.87%	33
2021 Q3	$2.22M	Hold	58,424	–	–	0.98%	32
2021 Q2	$2.5M	Hold	58,424	–	–	1.09%	30
2021 Q1	$2.38M	Hold	58,424	–	–	1.07%	34
2020 Q4	$1.99M	Buy	58,424 +1,476	+3%	+$50K	0.96%	33
2020 Q3	$1.94M	Sell	56,948 -1,476	-3%	-$50.7K	1.09%	29
2020 Q2	$1.81M	Sell	58,424 -341	-0.6%	-$8.98K	1.07%	32
2020 Q1	$1.26M	Buy	58,765 +1,477	+3%	+$42.7K	0.9%	34
2019 Q4	$2.19M	Buy	57,288 +340	+0.6%	+$12.5K	1.29%	27
2019 Q3	$1.84M	Sell	56,948 -568	-1%	-$18.3K	1.07%	30
2019 Q2	$2.13M	Buy	57,516 +228	+0.4%	+$8.08K	1.25%	28
2019 Q1	$1.94M	Buy	57,288 +2,272	+4%	+$78.6K	1.19%	29
2018 Q4	$1.68M	Hold	55,016	–	–	1.29%	27
2018 Q3	$2.07M	Sell	55,016 -568	-1%	-$22.3K	1.38%	27
2018 Q2	$2.11M	Hold	55,584	–	–	1.5%	26
2018 Q1	$2.46M	Sell	55,584 -1,023	-2%	-$47.5K	1.72%	21
2017 Q4	$2.55M	Hold	56,607	–	–	1.76%	21
2017 Q3	$2.55M	Hold	56,607	–	–	1.82%	19
2017 Q2	$2.11M	Hold	56,607	–	–	1.55%	25
2017 Q1	$2.08M	Hold	56,607	–	–	1.53%	25
2016 Q4	$1.97M	Hold	56,607	–	–	1.51%	25
2016 Q3	$1.75M	Hold	56,607	–	–	1.35%	28
2016 Q2	$1.47M	Hold	56,607	–	–	1.15%	32
2016 Q1	$1.91M	Buy	56,607 +23,629	+72%	+$701K	1.5%	23
2015 Q4	$1.25M	Hold	32,978	–	–	1.03%	34
2015 Q3	$1.21M	Buy	32,978 +12,882	+64%	+$535K	1.03%	33
2015 Q2	$1M	Buy	20,096 +13,700	+214%	+$731K	0.82%	35
2015 Q1	$341K	Hold	6,396	–	–	0.29%	54
2014 Q4	$309K	Buy	+6,396	New	+$312K	0.28%	55

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

Long Road Investment Counsel's BWA Position: Q1 2026 in Review

Long Road Investment Counsel held its BorgWarner (BWA) position steady in Q1 2026 at 47,030 shares worth $2.55M. The position accounts for 1% of the portfolio, ranked #30.

Long Road Investment Counsel first reported a position in BWA in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.55M in Q3 2017. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Long Road Investment Counsel held 47,030 shares of BorgWarner worth $2.55M as of Q1 2026.
Long Road Investment Counsel left its BorgWarner share count unchanged in Q1 2026.
BorgWarner made up 1% of Long Road Investment Counsel's portfolio in Q1 2026, its #30 holding.
Long Road Investment Counsel first reported a position in BorgWarner in Q4 2014 and has held it in 46 quarters since.
Long Road Investment Counsel's BorgWarner position peaked at $2.55M in Q3 2017.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.