Harbour Investments’s BWX Technologies BWXT Stock Holding History

Harbour Investments’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	$258K	Buy	1,261 +719	+133%	+$146K	﹤0.01%	1390
2025 Q4	$93.7K	Buy	542 +195	+56%	+$36.6K	﹤0.01%	1665
2025 Q3	$64K	Buy	347 +40	+13%	+$6.44K	﹤0.01%	1787
2025 Q2	$44.2K	Buy	307 +21	+7%	+$2.45K	﹤0.01%	1888
2025 Q1	$28.2K	Sell	286 -15	-5%	-$1.63K	﹤0.01%	2036
2024 Q4	$33.5K	Buy	301 +15	+5%	+$1.83K	﹤0.01%	1900
2024 Q3	$31.1K	Buy	286 +234	+450%	+$23.2K	﹤0.01%	1878
2024 Q2	$4.94K	Buy	+52	New	+$4.82K	﹤0.01%	2517
2023 Q1	–	Sell	-48	Closed	-$2.79K	–	3012
2022 Q4	$2.79K	Buy	+48	New	+$2.76K	﹤0.01%	2430

Other funds holding BWXT

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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