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
Q2 		$105M Buy
541,081
+8,935
+2% +$1.86M 0.27% 78
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chevy Chase Trust's BWXT Position: Q2 2026 in Review

Chevy Chase Trust increased its BWX Technologies (BWXT) stake by 1.7% in Q2 2026, buying an estimated $1.86M and bringing the position to 541,081 shares worth $105M. The position accounts for 0.27% of the portfolio, ranked #78.

Chevy Chase Trust first reported a position in BWXT in Q4 2019 and has held it in 7 quarters since. The position peaked at $109M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Chevy Chase Trust held 541,081 shares of BWX Technologies worth $105M as of Q2 2026.
  • Chevy Chase Trust bought 8,935 BWX Technologies shares in Q2 2026, an estimated $1.86M.
  • BWX Technologies made up 0.27% of Chevy Chase Trust's portfolio in Q2 2026, its #78 holding.
  • Chevy Chase Trust first reported a position in BWX Technologies in Q4 2019 and has held it in 7 quarters since.
  • Chevy Chase Trust's BWX Technologies position peaked at $109M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.