Position in BWA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$576,718
+$81,879 QoQ
Shares Held
10,629
-3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026AE Wealth Management LLC holds $25,283,722 across 8 Auto Parts names. BWA ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPC |
Genuine Parts Co
|
166,117 | $17,566,847 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
55,995 | $5,168,867 | |
| 3 | BWA |
Borgwarner Inc
This page
|
10,629 | $576,718 | |
| 4 | DAN |
DANA Inc
|
15,125 | $508,943 | |
| 5 | MGA |
Magna International Inc
|
7,162 | $399,710 | |
| 6 | AZO |
Autozone Inc
|
107 | $361,414 | |
| 7 | ALV |
Autoliv Inc
|
3,398 | $357,320 | |
| 8 | MOD |
Modine Manufacturing Co
|
1,587 | $343,903 |
All Filings in BWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $576,718 | 10,629 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $494,839 | 10,982 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $18,313,935 | 416,605 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $14,121,206 | 421,781 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $11,783,128 | 411,279 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $12,691,094 | 399,217 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $13,716,631 | 377,973 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,170,408 | 346,477 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $10,969,597 | 315,763 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,136,659 | 282,752 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,302,862 | 230,440 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,591,057 | 222,765 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,917,394 | 113,748 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,117,777 | 87,995 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,426,088 | 87,772 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,346,680 | 79,887 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,901,238 | 84,725 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,575,774 | 64,923 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,571,757 | 67,612 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,778,431 | 88,428 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,235,490 | 79,282 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,485,614 | 73,076 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,379,780 | 69,784 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,999,139 | 64,335 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,507,166 | 70,256 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||