Position in BWA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$275,803
+$143,282 QoQ
Shares Held
5,083
+72.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $2,619,034 across 32 Auto Parts names. BWA ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
6,860 | $633,246 | |
| 2 | AZO |
Autozone Inc
|
85 | $287,111 | |
| 3 | BWA |
Borgwarner Inc
This page
|
5,083 | $275,803 | |
| 4 | MOD |
Modine Manufacturing Co
|
1,035 | $224,294 | |
| 5 | PHIN |
Phinia Inc.
|
2,408 | $164,803 | |
| 6 | LKQ |
Lkq Corp
|
5,061 | $148,641 | |
| 7 | GPC |
Genuine Parts Co
|
1,217 | $128,697 | |
| 8 | MNRO |
Monro, Inc.
|
7,655 | $122,786 |
All Filings in BWA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,803 | 5,083 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $132,521 | 2,941 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $297,565 | 6,769 | Shares | Sole | 2025-11-13 | |
| 2023-06-30 | $228,834 | 5,315 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $227,651 | 5,266 | Shares | Sole | 2023-05-03 | |
| 2020-12-31 | $9,932 | 292 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||