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Greenleaf Trust’s BWX Technologies BWXT Stock Holding History

Greenleaf Trust’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
Q2 		$301K Buy
1,544
+148
+11% +$30.8K ﹤0.01% 697
2026
Q1 		$285K Buy
1,396
+133
+11% +$27K ﹤0.01% 670
2025
Q4 		$218K Buy
1,263
+160
+15% +$30K ﹤0.01% 768
2025
Q3 		$203K Buy
+1,103
New +$177K ﹤0.01% 780
2018
Q2 		– Sell
-181
Closed -$11K – 520
2018
Q1 		$11K Buy
181
+39
+27% +$2.47K ﹤0.01% 525
2017
Q4 		$9K Buy
142
+10
+8% +$603 ﹤0.01% 662
2017
Q3 		$7K Buy
+132
New +$7K ﹤0.01% 670

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenleaf Trust's BWXT Position: Q2 2026 in Review

Greenleaf Trust increased its BWX Technologies (BWXT) stake by 11% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,544 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Greenleaf Trust first reported a position in BWXT in Q3 2017 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Greenleaf Trust held 1,544 shares of BWX Technologies worth $301K as of Q2 2026.
  • Greenleaf Trust bought 148 BWX Technologies shares in Q2 2026, an estimated $30.8K.
  • BWX Technologies made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #697 holding.
  • Greenleaf Trust first reported a position in BWX Technologies in Q3 2017 and has held it in 7 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.