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Smithfield Trust’s BorgWarner BWA Stock Holding History

Smithfield Trust’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 		$23K Buy
421
+121
+40% +$6.38K ﹤0.01% 734
2025
Q4 		$13K Hold
300
– – ﹤0.01% 840
2025
Q3 		$13K Buy
+300
New +$12K ﹤0.01% 813
2024
Q2 		– Sell
-289
Closed -$10K – 1006
2024
Q1 		$10K Buy
289
+49
+20% +$1.6K ﹤0.01% 833
2023
Q4 		$9K Sell
240
-4,551
-95% -$162K ﹤0.01% 838
2023
Q3 		$192K Sell
4,791
-652
-12% -$27.6K 0.01% 300
2023
Q2 		$235K Buy
5,443
+1,965
+56% +$80.8K 0.01% 286
2023
Q1 		$149K Buy
3,478
+3,205
+1,174% +$133K 0.01% 349
2022
Q4 		$10K Hold
273
– – ﹤0.01% 770
2022
Q3 		$8K Hold
273
– – ﹤0.01% 803
2022
Q2 		$8K Hold
273
– – ﹤0.01% 850
2022
Q1 		$9K Hold
273
– – ﹤0.01% 853
2021
Q4 		$11K Hold
273
– – ﹤0.01% 827
2021
Q3 		$10K Sell
273
-4,825
-95% -$192K ﹤0.01% 838
2021
Q2 		$218K Sell
5,098
-318
-6% -$14K 0.01% 299
2021
Q1 		$221K Sell
5,416
-82
-1% -$3.2K 0.02% 290
2020
Q4 		$187K Buy
5,498
+57
+1% +$1.93K 0.01% 317
2020
Q3 		$186K Sell
5,441
-387
-7% -$13.3K 0.02% 292
2020
Q2 		$181K Buy
+5,828
New +$154K 0.02% 287
2020
Q1 		– Sell
-57
Closed -$2K – 937
2019
Q4 		$2K Hold
57
– – ﹤0.01% 902
2019
Q3 		$2K Hold
57
– – ﹤0.01% 939
2019
Q2 		$2K Hold
57
– – ﹤0.01% 921
2019
Q1 		$2K Sell
57
-1,202
-95% -$41.6K ﹤0.01% 885
2018
Q4 		$39K Hold
1,259
– – ﹤0.01% 502
2018
Q3 		$47K Hold
1,259
– – 0.01% 542
2018
Q2 		$48K Buy
1,259
+1,124
+833% +$49.5K 0.01% 533
2018
Q1 		$6K Buy
135
+78
+137% +$3.62K ﹤0.01% 785
2017
Q4 		$3K Buy
+57
New +$2.63K ﹤0.01% 946

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Smithfield Trust's BWA Position: Q1 2026 in Review

Smithfield Trust increased its BorgWarner (BWA) stake by 40% in Q1 2026, buying an estimated $6.38K and bringing the position to 421 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Smithfield Trust first reported a position in BWA in Q4 2017 and has held it in 28 quarters since. The position peaked at $235K in Q2 2023. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Smithfield Trust held 421 shares of BorgWarner worth $23K as of Q1 2026.
  • Smithfield Trust bought 121 BorgWarner shares in Q1 2026, an estimated $6.38K.
  • BorgWarner made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #734 holding.
  • Smithfield Trust first reported a position in BorgWarner in Q4 2017 and has held it in 28 quarters since.
  • Smithfield Trust's BorgWarner position peaked at $235K in Q2 2023.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.