AS
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Altshuler Shaham’s BWX Technologies BWXT Stock Holding History

Altshuler Shaham’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
5,142
+624
+14% +$127K 0.02% 120
2025
Q4 		$781K Buy
4,518
+351
+8% +$65.8K 0.01% 117
2025
Q3 		$768K Buy
4,167
+1,114
+36% +$179K 0.01% 101
2025
Q2 		$440K Buy
3,053
+1,060
+53% +$124K 0.01% 117
2025
Q1 		$197K Buy
1,993
+1,367
+218% +$148K ﹤0.01% 136
2024
Q4 		$69.7K Buy
+626
New +$76.5K ﹤0.01% 135
2020
Q1 		– Sell
-287
Closed -$18K – 466
2019
Q4 		$18K Buy
+287
New +$17.1K ﹤0.01% 261

Other funds holding BWXT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return