Commonwealth Equity Services
BWXT icon

Commonwealth Equity Services’s BWX Technologies BWXT Stock Holding History

Commonwealth Equity Services’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 		$7.73M Buy
37,803
+8,364
+28% +$1.7M 0.01% 1056
2025
Q4 		$5.09M Buy
29,439
+1,055
+4% +$198K 0.01% 1306
2025
Q3 		$5.23M Buy
28,384
+590
+2% +$94.9K 0.01% 1317
2025
Q2 		$4M Buy
27,794
+3,542
+15% +$414K 0.01% 1473
2025
Q1 		$2.39M Buy
24,252
+4,626
+24% +$502K ﹤0.01% 1786
2024
Q4 		$2.19M Buy
19,626
+4,766
+32% +$582K ﹤0.01% 1803
2024
Q3 		$1.61M Buy
14,860
+9,567
+181% +$950K ﹤0.01% 1965
2024
Q2 		$503K Buy
5,293
+149
+3% +$13.8K ﹤0.01% 2829
2024
Q1 		$528K Buy
5,144
+1,487
+41% +$133K ﹤0.01% 2772
2023
Q4 		$281K Buy
3,657
+729
+25% +$56K ﹤0.01% 3236
2023
Q3 		$220K Buy
+2,928
New +$212K ﹤0.01% 3294
2017
Q3 		– Sell
-15,051
Closed -$734K – 2573
2017
Q2 		$734K Sell
15,051
-1,239
-8% -$60K ﹤0.01% 1310
2017
Q1 		$775K Buy
+16,290
New +$711K 0.01% 1255

Other funds holding BWXT

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return