CFD
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Creative Financial Designs’s BWX Technologies BWXT Stock Holding History

Creative Financial Designs’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 		$33.9K Sell
166
-9
-5% -$1.83K ﹤0.01% 1036
2025
Q4 		$30.2K Hold
175
– – ﹤0.01% 1036
2025
Q3 		$32.3K Hold
175
– – ﹤0.01% 999
2025
Q2 		$25.2K Buy
175
+125
+250% +$14.6K ﹤0.01% 1060
2025
Q1 		$4.93K Buy
+50
New +$5.43K ﹤0.01% 1495
2021
Q4 		– Sell
-78
Closed -$4K – 1235
2021
Q3 		$4K Hold
78
– – ﹤0.01% 1182
2021
Q2 		$5K Hold
78
– – ﹤0.01% 1158
2021
Q1 		$5K Hold
78
– – ﹤0.01% 1046
2020
Q4 		$5K Hold
78
– – ﹤0.01% 970
2020
Q3 		$4K Hold
78
– – ﹤0.01% 957
2020
Q2 		$4K Buy
+78
New +$4.36K ﹤0.01% 899

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