Chevy Chase Trust
BWXT icon

Chevy Chase Trust’s BWX Technologies BWXT Stock Holding History

Chevy Chase Trust’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 		$109M Buy
532,146
+13,444
+3% +$2.73M 0.31% 66
2025
Q4 		$89.7M Buy
518,702
+477
+0.1% +$89.5K 0.24% 80
2025
Q3 		$95.5M Buy
518,225
+54,306
+12% +$8.74M 0.26% 78
2025
Q2 		$66.8M Buy
463,919
+371,748
+403% +$43.4M 0.19% 109
2025
Q1 		$9.09M Buy
+92,171
New +$10M 0.03% 418
2020
Q1 		– Sell
-718
Closed -$45K – 683
2019
Q4 		$45K Buy
+718
New +$42.7K ﹤0.01% 842

Other funds holding BWXT

BlackRock
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
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 $1.56T 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 $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Chevy Chase Trust's BWXT Position: Q1 2026 in Review

Chevy Chase Trust increased its BWX Technologies (BWXT) stake by 2.6% in Q1 2026, buying an estimated $2.73M and bringing the position to 532,146 shares worth $109M. The position accounts for 0.31% of the portfolio, ranked #66.

Chevy Chase Trust first reported a position in BWXT in Q4 2019 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Chevy Chase Trust held 532,146 shares of BWX Technologies worth $109M as of Q1 2026.
  • Chevy Chase Trust bought 13,444 BWX Technologies shares in Q1 2026, an estimated $2.73M.
  • BWX Technologies made up 0.31% of Chevy Chase Trust's portfolio in Q1 2026, its #66 holding.
  • Chevy Chase Trust first reported a position in BWX Technologies in Q4 2019 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.