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Global Financial Private Client’s BWX Technologies BWXT Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-8
Closed -$789 – 416
2025
Q1 		$789 Buy
8
+4
+100% +$434 ﹤0.01% 1130
2024
Q4 		$446 Buy
+4
New +$489 ﹤0.01% 982

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Financial Private Client's BWXT Position: Q2 2025 in Review

Global Financial Private Client sold out of BWX Technologies (BWXT) in Q2 2025, closing a stake of 8 shares — an estimated $789 sold.

Global Financial Private Client first reported a position in BWXT in Q4 2024 and held it in 2 quarters. The position peaked at $789 in Q1 2025. 651 funds tracked by Wall St. Rank hold BWXT as of Q2 2025.

  • Global Financial Private Client reported no remaining BWX Technologies position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 BWX Technologies shares in Q2 2025, an estimated $789.
  • Global Financial Private Client first reported a position in BWX Technologies in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's BWX Technologies position peaked at $789 in Q1 2025.
  • 651 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.