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Bellevue Asset Management’s BWX Technologies BWXT Stock Holding History

Bellevue Asset Management’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 		– Sell
-47
Closed -$8.12K – 394
2025
Q4 		$8.12K Sell
47
-8
-15% -$1.5K ﹤0.01% 296
2025
Q3 		$10.1K Sell
55
-10
-15% -$1.61K ﹤0.01% 282
2025
Q2 		$9.36K Hold
65
– – ﹤0.01% 283
2025
Q1 		$6.41K Hold
65
– – ﹤0.01% 307
2024
Q4 		$7.24K Hold
65
– – ﹤0.01% 305
2024
Q3 		$7.07K Hold
65
– – ﹤0.01% 287
2024
Q2 		$6.17K Hold
65
– – ﹤0.01% 301
2024
Q1 		$6.67K Hold
65
– – ﹤0.01% 286
2023
Q4 		$4.99K Hold
65
– – ﹤0.01% 305
2023
Q3 		$4.87K Hold
65
– – ﹤0.01% 292
2023
Q2 		$4.65K Buy
65
+16
+33% +$1.04K ﹤0.01% 316
2023
Q1 		$3.09K Hold
49
– – ﹤0.01% 363
2022
Q4 		$2.81K Hold
49
– – ﹤0.01% 358
2022
Q3 		$3K Sell
49
-50
-51% -$2.7K ﹤0.01% 343
2022
Q2 		$5K Hold
99
– – ﹤0.01% 321
2022
Q1 		$5K Buy
99
+37
+60% +$1.82K ﹤0.01% 349
2021
Q4 		$3K Sell
62
-3
-5% -$157 ﹤0.01% 433
2021
Q3 		$4K Hold
65
– – ﹤0.01% 410
2021
Q2 		$4K Sell
65
-8
-11% -$515 ﹤0.01% 406
2021
Q1 		$5K Sell
73
-7
-9% -$419 ﹤0.01% 416
2020
Q4 		$5K Sell
80
-5
-6% -$288 ﹤0.01% 413
2020
Q3 		$5K Buy
85
+21
+33% +$1.18K ﹤0.01% 380
2020
Q2 		$4K Hold
64
– – ﹤0.01% 417
2020
Q1 		$3K Buy
64
+11
+21% +$654 ﹤0.01% 441
2019
Q4 		$3K Buy
+53
New +$3.15K ﹤0.01% 382

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bellevue Asset Management's BWXT Position: Q1 2026 in Review

Bellevue Asset Management sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 47 shares — an estimated $8.12K sold.

Bellevue Asset Management first reported a position in BWXT in Q4 2019 and held it in 25 quarters. The position peaked at $10.1K in Q3 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Bellevue Asset Management reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 47 BWX Technologies shares in Q1 2026, an estimated $8.12K.
  • Bellevue Asset Management first reported a position in BWX Technologies in Q4 2019 and held it in 25 quarters.
  • Bellevue Asset Management's BWX Technologies position peaked at $10.1K in Q3 2025.
  • 830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.