CIBC Private Wealth Group
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CIBC Private Wealth Group’s BWX Technologies BWXT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$677K Buy
3,918
+932
+31% +$175K ﹤0.01% 795
2025
Q3 		$551K Buy
2,986
+749
+33% +$121K ﹤0.01% 837
2025
Q2 		$322K Buy
2,237
+77
+4% +$9K ﹤0.01% 952
2025
Q1 		$201K Buy
2,160
+261
+14% +$28.3K ﹤0.01% 1079
2024
Q4 		$217K Sell
1,899
-4,911
-72% -$600K ﹤0.01% 1130
2024
Q3 		$740K Buy
6,810
+4,911
+259% +$488K ﹤0.01% 759
2024
Q2 		$181K Sell
1,899
-175
-8% -$16.2K ﹤0.01% 1142
2024
Q1 		$211K Buy
+2,074
New +$186K ﹤0.01% 1095
2018
Q4 		– Sell
-299,431
Closed -$18.7M – 873
2018
Q3 		$18.7M Buy
299,431
+299,281
+199,521% +$19M 0.07% 216
2018
Q2 		$9K Buy
+150
New +$9.98K ﹤0.01% 1584

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CIBC Private Wealth Group's BWXT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its BWX Technologies (BWXT) stake by 31% in Q4 2025, buying an estimated $175K and bringing the position to 3,918 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

CIBC Private Wealth Group first reported a position in BWXT in Q2 2018 and has held it in 10 quarters since. The position peaked at $18.7M in Q3 2018. 758 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • CIBC Private Wealth Group held 3,918 shares of BWX Technologies worth $677K as of Q4 2025.
  • CIBC Private Wealth Group bought 932 BWX Technologies shares in Q4 2025, an estimated $175K.
  • BWX Technologies made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #795 holding.
  • CIBC Private Wealth Group first reported a position in BWX Technologies in Q2 2018 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's BWX Technologies position peaked at $18.7M in Q3 2018.
  • 758 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.