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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

BWA holding history

Borgwarner Inc in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BWA overviewAll 13F holders of BWAFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of BWA by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,550−100.0%Sold outHolders
Q1 20251,550$44.4K<0.1%00.0%UnchangedHolders
Q4 20241,550$49.3K<0.1%00.0%UnchangedHolders
Q3 20241,550$56.3K<0.1%−150−8.8%ReducedHolders
Q2 20241,700$54.8K<0.1%00.0%UnchangedHolders
Q1 20241,700$59.1K<0.1%+500+41.7%AddedHolders
Q4 20231,200$43.0K<0.1%00.0%UnchangedHolders
Q3 20231,200$48.4K<0.1%−100−7.7%ReducedHolders
Q2 20231,300$63.6K<0.1%00.0%UnchangedHolders
Q1 20231,300$63.8K<0.1%00.0%UnchangedHolders
Q4 20221,300$52.3K<0.1%00.0%UnchangedHolders
Q3 20221,300$41.0K<0.1%00.0%UnchangedHolders
Q2 20221,300$43.0K<0.1%+100+8.3%AddedHolders
Q1 20221,200$47.0K<0.1%+200+20.0%AddedHolders
Q4 20211,000$45.0K<0.1%00.0%UnchangedHolders
Q3 20211,000$43.0K<0.1%00.0%UnchangedHolders
Q2 20211,000$49.0K<0.1%+1,000NewHolders