Financial Gravity Asset Management’s BWX Technologies BWXT Stock Holding History

Financial Gravity Asset Management’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 Q1	$2.17K	Buy	+22	New	+$2.39K	﹤0.01%	807

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's BWXT Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in BWX Technologies (BWXT) in Q1 2025: 22 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

Financial Gravity Asset Management held 22 shares of BWX Technologies worth $2.17K as of Q1 2025.
BWX Technologies was a new Financial Gravity Asset Management position in Q1 2025.
BWX Technologies made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #807 holding.
606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.