KPPF
BWXT icon

Klein Pavlis & Peasley Financial’s BWX Technologies BWXT Stock Holding History

Klein Pavlis & Peasley Financial’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 		$958K Buy
4,686
+154
+3% +$31.3K 0.53% 60
2025
Q4 		$783K Sell
4,532
-4,286
-49% -$804K 0.46% 64
2025
Q3 		$1.63M Sell
8,818
-735
-8% -$118K 1% 33
2025
Q2 		$1.38M Sell
9,553
-301
-3% -$35.2K 0.92% 39
2025
Q1 		$990K Buy
9,854
+750
+8% +$81.4K 0.71% 47
2024
Q4 		$1.01M Sell
9,104
-99
-1% -$12.1K 0.82% 47
2024
Q3 		$1M Buy
9,203
+72
+0.8% +$7.15K 0.8% 49
2024
Q2 		$867K Buy
9,131
+578
+7% +$53.6K 0.77% 50
2024
Q1 		$878K Sell
8,553
-1,298
-13% -$116K 0.79% 45
2023
Q4 		$756K Buy
+9,851
New +$757K 0.7% 55

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 $1.02T AUM 30.18% 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