Evercore Wealth Management, LLC

Position in BWA — Borgwarner Inc

CIK 1482689 New York, NY

Back to BWA Full portfolio

Position in BWA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$226,158

-$1,405,959 QoQ

Shares Held

3,406

-90.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#608

of 811 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54% Shared 46% None 0%

Common Shares in BWA Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $168,878,625 across 3 Auto Parts names. BWA ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc	51,587	$164,868,950
2	ORLY	O Reilly Automotive Inc	41,085	$3,783,517
3	BWA	Borgwarner Inc This page	3,406	$226,158

All Filings in BWA

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,158	3,406	-90.6%	Shares	Defined	2026-08-14
2025-12-31	$1,632,117	36,221	-12.4%	Shares	Sole	2026-02-17
2025-09-30	$1,818,009	41,356	-10.1%	Shares	Defined	2025-11-14
2025-06-30	$1,540,950	46,026	-35.2%	Shares	Defined	2025-08-14
2025-03-31	$2,034,321	71,006	-94.0%	Shares	Defined	2025-05-15
2024-12-31	$37,624,990	1,183,548	-2.9%	Shares	Sole	2025-02-14
2024-09-30	$44,219,327	1,218,499	-2.8%	Shares	Other	2024-11-14
2024-06-30	$40,416,934	1,253,627	-2.2%	Shares	Defined	2024-08-14
2024-03-31	$44,509,617	1,281,221	+0.5%	Shares	Other	2024-05-15
2023-12-31	$45,691,468	1,274,518	-3.2%	Shares	Sole	2024-02-14
2023-09-30	$53,152,068	1,316,623	+2.4%	Shares	Defined	2023-11-14
2023-06-30	$62,883,031	1,285,688	+0.3%	Shares	Defined	2023-08-04
2023-03-31	$62,965,403	1,282,131	-0.7%	Shares	Other	2023-05-15
2022-12-31	$51,952,026	1,290,735	+2.5%	Shares	Other	2023-02-14
2022-09-30	$39,538,248	1,259,182	+0.1%	Shares	Defined	2022-11-14
2022-06-30	$41,968,313	1,257,666	-6.4%	Shares	Other	2022-08-15
2022-03-31	$52,272,522	1,343,765	+11.2%	Shares	Other	2022-05-16
2021-12-31	$54,459,437	1,208,330	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$52,938,078	1,225,134	+6.2%	Shares	Sole	2021-11-15
2021-06-30	$56,006,360	1,153,818	+2.4%	Shares	Defined	2021-08-16
2021-03-31	$52,254,354	1,127,142	+9.4%	Shares	Sole	2021-05-17
2020-12-31	$39,817,339	1,030,469	+3.3%	Shares	Defined	2021-02-16
2020-09-30	$38,639,106	997,396	+1.7%	Shares	Defined	2020-11-16
2020-06-30	$34,624,661	980,870	+0.4%	Shares	Sole	2020-08-13
2020-03-31	$23,819,665	977,416	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.