BWA — BORGWARNER INC

Ownership history in Executive Wealth Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in BORGWARNER INC (BWA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.2% (2024 Q3)
Avg. % of fund
0.1%
First filed
2018 Q4
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 42,589 -13,532 -24.1% 0.20% $1.5M $35.53
2024 Q1 ADDED 56,121 +13,199 +30.8% 0.17% $2.0M $33.80
2023 Q4 ADDED 42,922 +3,840 +9.8% 0.14% $1.5M $34.75
2023 Q3 ADDED 39,082 +38,680 +9621.9% 0.16% $1.6M $39.01
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% of Fund (quarterly)    BWA price (monthly, adj. close)

Other funds also holding BWA

As of 2025 Q4 — sorted by position size

Quantedge Capital Pte Ltd 3Y 7.8% Kopion Asset Management, LLC 3Y 6.39% MAC Alpha Capital Management, LP 4.69% Arbor Wealth Advisors LLC 3.49% TOWLE & CO 3Y 7Y 2.67% Vivaldi Capital Management LP 3Y 7Y 2.26% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 1.84% Leith Wheeler Investment Counsel Ltd. 3Y 7Y 1.82% EDMP, INC. 3Y 7Y 1.73% Lipe & Dalton 3Y 7Y 1.67%
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