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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
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 $5.72T 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 $1.56T 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 $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Greenleaf Trust's BWXT Position: Q1 2026 in Review

Greenleaf Trust increased its BWX Technologies (BWXT) stake by 11% in Q1 2026, buying an estimated $27K and bringing the position to 1,396 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Greenleaf Trust first reported a position in BWXT in Q3 2017 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Greenleaf Trust held 1,396 shares of BWX Technologies worth $285K as of Q1 2026.
  • Greenleaf Trust bought 133 BWX Technologies shares in Q1 2026, an estimated $27K.
  • BWX Technologies made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #670 holding.
  • Greenleaf Trust first reported a position in BWX Technologies in Q3 2017 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.