LTI
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Laffer Tengler Investments’s BWX Technologies BWXT Stock Holding History

Laffer Tengler 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 		$518K Buy
2,533
+837
+49% +$170K 0.08% 131
2025
Q4 		$293K Buy
+1,696
New +$318K 0.04% 152
2024
Q3 		– Sell
-35
Closed -$3.31K – 203
2024
Q2 		$3.31K Buy
35
+12
+52% +$1.11K ﹤0.01% 352
2024
Q1 		$2.33K Buy
+23
New +$2.06K ﹤0.01% 371
2022
Q4 		– Sell
-20
Closed -$1.02K – 426
2022
Q3 		$1.02K Hold
20
– – ﹤0.01% 391
2022
Q2 		$1.11K Hold
20
– – ﹤0.01% 352
2022
Q1 		$1.09K Hold
20
– – ﹤0.01% 384
2021
Q4 		$961 Hold
20
– – ﹤0.01% 358
2021
Q3 		$1.08K Buy
+20
New +$1.13K ﹤0.01% 458
2013
Q3 		– Hold
0
– – – 238

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