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Fulcrum Equity Management’s BWX Technologies BWXT Stock Holding History

Fulcrum Equity 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
2024
Q4 		– Sell
-3,337
Closed -$363K – 117
2024
Q3 		$363K Buy
3,337
+127
+4% +$12.6K 0.31% 100
2024
Q2 		$305K Sell
3,210
-91
-3% -$8.44K 0.27% 107
2024
Q1 		$339K Buy
3,301
+44
+1% +$3.94K 0.4% 80
2023
Q4 		$250K Sell
3,257
-17
-0.5% -$1.31K 0.31% 84
2023
Q3 		$245K Hold
3,274
– – 0.29% 87
2023
Q2 		$234K Buy
+3,274
New +$214K 0.27% 82

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fulcrum Equity Management's BWXT Position: Q4 2024 in Review

Fulcrum Equity Management sold out of BWX Technologies (BWXT) in Q4 2024, closing a stake of 3,337 shares — an estimated $363K sold.

Fulcrum Equity Management first reported a position in BWXT in Q2 2023 and held it in 6 quarters. The position peaked at $363K in Q3 2024. 596 funds tracked by Wall St. Rank hold BWXT as of Q4 2024.

  • Fulcrum Equity Management reported no remaining BWX Technologies position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,337 BWX Technologies shares in Q4 2024, an estimated $363K.
  • Fulcrum Equity Management first reported a position in BWX Technologies in Q2 2023 and held it in 6 quarters.
  • Fulcrum Equity Management's BWX Technologies position peaked at $363K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.