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HM Payson & Co’s BWX Technologies BWXT Stock Holding History

HM Payson & Co’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 		$38.9K Hold
190
– – ﹤0.01% 737
2025
Q4 		$32.8K Sell
190
-90
-32% -$16.9K ﹤0.01% 765
2025
Q3 		$51.6K Buy
+280
New +$45K ﹤0.01% 681
2021
Q4 		– Sell
-62
Closed -$3K – 1084
2021
Q3 		$3K Hold
62
– – ﹤0.01% 937
2021
Q2 		$4K Hold
62
– – ﹤0.01% 906
2021
Q1 		$4K Hold
62
– – ﹤0.01% 962
2020
Q4 		$4K Buy
+62
New +$3.57K ﹤0.01% 944

Other funds holding BWXT

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return