Position in BWA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$533,324
+$97,074 QoQ
Shares Held
8,032
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 815 holders
Holding Since
Jun 2022
17 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 Jun 30, 2026Williams Jones Wealth Management, LLC. holds $120,588,578 across 6 Auto Parts names. BWA ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
1,273,001 | $117,230,662 | |
| 2 | AZO |
Autozone Inc
|
462 | $1,476,524 | |
| 3 | ALSN |
Allison Transmission Holdings Inc
|
6,334 | $714,095 | |
| 4 | BWA |
Borgwarner Inc
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|
8,032 | $533,324 | |
| 5 | MOD |
Modine Manufacturing Co
|
1,400 | $373,828 | |
| 6 | GPC |
Genuine Parts Co
|
2,205 | $260,145 |
All Filings in BWA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,324 | 8,032 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $436,250 | 8,040 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $361,921 | 8,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $353,086 | 8,032 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,911 | 8,032 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,116 | 8,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $253,016 | 7,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $288,832 | 7,959 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $256,598 | 7,959 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $276,495 | 7,959 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $285,330 | 7,959 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $321,304 | 7,959 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $389,274 | 7,959 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $393,911 | 8,021 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $322,844 | 8,021 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $251,890 | 8,022 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $307,070 | 9,202 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||