LPL Financial
BW icon

LPL Financial’s Babcock & Wilcox BW Stock Holding History

LPL Financial’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.73M Buy
117,999
+105,326
+831% +$1.11M ﹤0.01% 3659
2025
Q4 		$80.3K Buy
+12,673
New +$62.5K ﹤0.01% 5646
2022
Q4 		– Sell
-59,634
Closed -$380K – 4463
2022
Q3 		$380K Buy
59,634
+357
+0.6% +$2.65K ﹤0.01% 3388
2022
Q2 		$357K Buy
59,277
+687
+1% +$4.81K ﹤0.01% 3480
2022
Q1 		$478K Sell
58,590
-1,893
-3% -$14.8K ﹤0.01% 3241
2021
Q4 		$546K Buy
60,483
+1,140
+2% +$9.13K ﹤0.01% 3196
2021
Q3 		$380K Buy
+59,343
New +$414K ﹤0.01% 3456

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return