Bruce G. Allen Investments’s BWX Technologies BWXT Stock Holding History

Bruce G. Allen Investments’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	$2.45K	Hold	12	–	–	﹤0.01%	663
2025 Q4	$2.07K	Hold	12	–	–	﹤0.01%	697
2025 Q3	$2.21K	Hold	12	–	–	﹤0.01%	686
2025 Q2	$1.73K	Hold	12	–	–	﹤0.01%	732
2025 Q1	$1.18K	Hold	12	–	–	﹤0.01%	779
2024 Q4	$1.34K	Hold	12	–	–	﹤0.01%	775
2024 Q3	$1.3K	Hold	12	–	–	﹤0.01%	778
2024 Q2	$1.14K	Hold	12	–	–	﹤0.01%	760
2024 Q1	$1.23K	Hold	12	–	–	﹤0.01%	757
2023 Q4	$921	Buy	+12	New	+$923	﹤0.01%	836

Other funds holding BWXT

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Bruce G. Allen Investments's BWXT Position: Q1 2026 in Review

Bruce G. Allen Investments held its BWX Technologies (BWXT) position steady in Q1 2026 at 12 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Bruce G. Allen Investments first reported a position in BWXT in Q4 2023 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

Bruce G. Allen Investments held 12 shares of BWX Technologies worth $2.45K as of Q1 2026.
Bruce G. Allen Investments left its BWX Technologies share count unchanged in Q1 2026.
BWX Technologies made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #663 holding.
Bruce G. Allen Investments first reported a position in BWX Technologies in Q4 2023 and has held it in 10 quarters since.
823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.