SWM
BBWI icon

Spire Wealth Management’s Bath & Body Works BBWI Stock Holding History

Spire Wealth Management’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.05K Sell
175
-21
-11% -$402 ﹤0.01% 1861
2026
Q1 		$3.66K Buy
196
+21
+12% +$454 ﹤0.01% 1909
2025
Q4 		$3.51K Buy
175
+62
+55% +$1.37K ﹤0.01% 1984
2025
Q3 		$2.91K Buy
113
+3
+3% +$89 ﹤0.01% 2083
2025
Q2 		$3.3K Sell
110
-10
-8% -$293 ﹤0.01% 2060
2025
Q1 		$3.63K Hold
120
– – ﹤0.01% 2147
2024
Q4 		$4.64K Sell
120
-21
-15% -$702 ﹤0.01% 2063
2024
Q3 		$4.49K Sell
141
-8
-5% -$265 ﹤0.01% 1844
2024
Q2 		$5.81K Buy
149
+1
+0.7% +$46 ﹤0.01% 1791
2024
Q1 		$7.39K Buy
148
+9
+6% +$404 ﹤0.01% 1808
2023
Q4 		$5.89K Buy
139
+28
+25% +$946 ﹤0.01% 1910
2023
Q3 		$3.74K Hold
111
– – ﹤0.01% 2003
2023
Q2 		$4.15K Hold
111
– – ﹤0.01% 2046
2023
Q1 		$4.05K Buy
+111
New +$4.65K ﹤0.01% 2086
2022
Q4 		– Sell
-295
Closed -$10K – 2309
2022
Q3 		$10K Sell
295
-202
-41% -$7.13K ﹤0.01% 1555
2022
Q2 		$13K Buy
+497
New +$21.6K ﹤0.01% 1821
2021
Q3 		– Sell
-383
Closed -$22K – 2563
2021
Q2 		$22K Buy
383
+217
+131% +$11.7K ﹤0.01% 1828
2021
Q1 		$21K Buy
+166
New +$6.83K ﹤0.01% 2122

Other funds holding BBWI

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return