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Atwood & Palmer’s BWX Technologies BWXT Stock Holding History

Atwood & Palmer’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
2025
Q1 		– Sell
-115
Closed -$12.8K – 450
2024
Q4 		$12.8K Hold
115
– – ﹤0.01% 321
2024
Q3 		$12.5K Buy
+115
New +$11.4K ﹤0.01% 323
2015
Q2 		– Sell
-350
Closed -$8K – 371
2015
Q1 		$8K Hold
350
– – ﹤0.01% 280
2014
Q4 		$8K Hold
350
– – ﹤0.01% 314
2014
Q3 		$7K Hold
350
– – ﹤0.01% 326
2014
Q2 		$8K Buy
+350
New +$8.3K ﹤0.01% 274

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atwood & Palmer's BWXT Position: Q1 2025 in Review

Atwood & Palmer sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 115 shares — an estimated $12.8K sold.

Atwood & Palmer first reported a position in BWXT in Q2 2014 and held it in 6 quarters. The position peaked at $12.8K in Q4 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Atwood & Palmer reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 115 BWX Technologies shares in Q1 2025, an estimated $12.8K.
  • Atwood & Palmer first reported a position in BWX Technologies in Q2 2014 and held it in 6 quarters.
  • Atwood & Palmer's BWX Technologies position peaked at $12.8K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.