Covestor’s BWX Technologies BWXT Stock Holding History

Covestor’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	$16K	Sell	77 -109	-59%	-$22.1K	0.01%	1192
2025 Q4	$33K	Sell	186 -17	-8%	-$3.19K	0.02%	1056
2025 Q3	$37K	Sell	203 -3,243	-94%	-$522K	0.02%	1041
2025 Q2	$496K	Buy	3,446 +3,219	+1,418%	+$376K	0.29%	33
2025 Q1	$23K	Buy	227 +97	+75%	+$10.5K	0.02%	1146
2024 Q4	$15K	Sell	130 -105	-45%	-$12.8K	0.01%	1310
2024 Q3	$26K	Sell	235 -8	-3%	-$795	0.02%	1115
2024 Q2	$24K	Sell	243 -1,125	-82%	-$104K	0.02%	1132
2024 Q1	$140K	Buy	1,368 +36	+3%	+$3.22K	0.09%	311
2023 Q4	$102K	Sell	1,332 -64	-5%	-$4.92K	0.07%	482
2023 Q3	$105K	Sell	1,396 -2	-0.1%	-$145	0.08%	389
2023 Q2	$100K	Sell	1,398 -1,103	-44%	-$72.1K	0.08%	437
2023 Q1	$158K	Buy	2,501 +589	+31%	+$35.5K	0.14%	181
2022 Q4	$111K	Hold	1,912	–	–	0.09%	336
2022 Q3	$97K	Sell	1,912 -371	-16%	-$20K	0.09%	366
2022 Q2	$126K	Sell	2,283 -756	-25%	-$39.3K	0.1%	286
2022 Q1	$164K	Buy	3,039 +1,905	+168%	+$93.7K	0.11%	230
2021 Q4	$54K	Buy	+1,134	New	+$59.3K	0.08%	488

Other funds holding BWXT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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