SEC 13F Intelligence

Palumbo Wealth Management LLC / BW

Palumbo Wealth Management LLC’s Babcock & Wilcox Enterprises Position

Does Palumbo Wealth Management LLC own Babcock & Wilcox Enterprises (BW)? Yes — 365.3K shares worth $5M (+1.31% of its 13F portfolio) as of Q1 2026, up from 297.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
365.3K
% of Portfolio
+1.31%
Quarters Held
3
currently held

Position History BW

Reported value by quarter
Q3 ’25: $625,133Q3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026365.3K$5M+1.31%
Q4 2025297.7K$2M+0.47%
Q3 2025215.6K$625,133+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palumbo Wealth Management LLC’s full portfolio or all institutional holders of BW.