PWM
BW icon

Palumbo Wealth Management’s Babcock & Wilcox BW Stock Holding History

Palumbo Wealth 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 		$1.89M Sell
133,927
-231,404
-63% -$3.93M 0.4% 50
2026
Q1 		$5.37M Buy
365,331
+67,650
+23% +$711K 1.31% 21
2025
Q4 		$1.89M Buy
297,681
+82,118
+38% +$405K 0.47% 44
2025
Q3 		$625K Buy
+215,563
New +$381K 0.2% 79

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

Palumbo Wealth Management's BW Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Babcock & Wilcox (BW) stake by 63% in Q2 2026, selling an estimated $3.93M and leaving 133,927 shares worth $1.89M. The position accounts for 0.4% of the portfolio, ranked #50.

Palumbo Wealth Management first reported a position in BW in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.37M in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Palumbo Wealth Management held 133,927 shares of Babcock & Wilcox worth $1.89M as of Q2 2026.
  • Palumbo Wealth Management sold 231,404 Babcock & Wilcox shares in Q2 2026, an estimated $3.93M.
  • Babcock & Wilcox made up 0.4% of Palumbo Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Palumbo Wealth Management first reported a position in Babcock & Wilcox in Q3 2025 and has held it in 4 quarters since.
  • Palumbo Wealth Management's Babcock & Wilcox position peaked at $5.37M in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.