BBWI β€” BATH & BODY WORKS INC

Ownership history in Urban Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Urban Wealth Management, LLC reported BATH & BODY WORKS INC (BBWI) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows BBWI at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Urban Wealth Management, LLC's position in BATH & BODY WORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBWI was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Urban Wealth Management, LLC held BBWI β€” position size vs. price
% of Fund (quarterly)    BBWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 11,291 β€” β€” 0.22% $211K 2026-04-21 $20.49

FAQ About Urban Wealth Management, LLC and BBWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Urban Wealth Management, LLC reported owning BBWI?

Urban Wealth Management, LLC reported BBWI across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BBWI position in Urban Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BBWI was 0.22% in 2026 Q1.

What is the latest reported BBWI position on this page?

The most recent filing on this page is 2026 Q1, when Urban Wealth Management, LLC reported 11,291 shares, equal to 0.22% of portfolio, with an estimated market value of $211K.

What does the chart on this BBWI ownership page compare?

The chart compares Urban Wealth Management, LLC's quarterly BBWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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