Boston Financial Management’s BWX Technologies BWXT Stock Holding History

Boston Financial 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
2024 Q4	$1.43M	Sell	12,826 -981	-7%	-$120K	0.04%	172
2024 Q3	$1.5M	Sell	13,807 -3,445	-20%	-$342K	0.04%	165
2024 Q2	$1.64M	Sell	17,252 -15,030	-47%	-$1.39M	0.05%	157
2024 Q1	$3.31M	Sell	32,282 -133,128	-80%	-$11.9M	0.11%	116
2023 Q4	$12.7M	Buy	165,410 +10,865	+7%	+$835K	0.43%	59
2023 Q3	$11.6M	Buy	154,545 +2,315	+2%	+$167K	0.43%	60
2023 Q2	$10.9M	Sell	152,230 -58	-0%	-$3.79K	0.39%	63
2023 Q1	$9.6M	Buy	152,288 +778	+0.5%	+$46.9K	0.38%	64
2022 Q4	$8.8M	Buy	151,510 +427	+0.3%	+$24.5K	0.35%	67
2022 Q3	$7.61M	Buy	+151,083	New	+$8.16M	0.33%	68

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Financial Management's BWXT Position: Q4 2024 in Review

Boston Financial Management reduced its BWX Technologies (BWXT) stake by 7.1% in Q4 2024, selling an estimated $120K and leaving 12,826 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #172.

Boston Financial Management first reported a position in BWXT in Q3 2022 and has held it in 10 quarters since. The position peaked at $12.7M in Q4 2023. 596 funds tracked by Wall St. Rank hold BWXT as of Q4 2024.

Boston Financial Management held 12,826 shares of BWX Technologies worth $1.43M as of Q4 2024.
Boston Financial Management sold 981 BWX Technologies shares in Q4 2024, an estimated $120K.
BWX Technologies made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #172 holding.
Boston Financial Management first reported a position in BWX Technologies in Q3 2022 and has held it in 10 quarters since.
Boston Financial Management's BWX Technologies position peaked at $12.7M in Q4 2023.
596 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.