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Oberweis Asset Management’s Babcock & Wilcox BW Stock Holding History

Oberweis Asset Management’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
Q2 		$8.85M Buy
627,900
+127,700
+26% +$2.17M 0.18% 137
2026
Q1 		$7.35M Buy
+500,200
New +$5.26M 0.22% 135

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oberweis Asset Management's BW Position: Q2 2026 in Review

Oberweis Asset Management increased its Babcock & Wilcox (BW) stake by 26% in Q2 2026, buying an estimated $2.17M and bringing the position to 627,900 shares worth $8.85M. The position accounts for 0.18% of the portfolio, ranked #137.

Oberweis Asset Management first reported a position in BW in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Oberweis Asset Management held 627,900 shares of Babcock & Wilcox worth $8.85M as of Q2 2026.
  • Oberweis Asset Management bought 127,700 Babcock & Wilcox shares in Q2 2026, an estimated $2.17M.
  • Babcock & Wilcox made up 0.18% of Oberweis Asset Management's portfolio in Q2 2026, its #137 holding.
  • Oberweis Asset Management first reported a position in Babcock & Wilcox in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Oberweis Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.