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Leeward Investments’s BWX Technologies BWXT Stock Holding History

Leeward 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
2025
Q1 		– Sell
-22,964
Closed -$2.56M – 145
2024
Q4 		$2.56M Sell
22,964
-94,545
-80% -$11.6M 0.13% 141
2024
Q3 		$12.8M Sell
117,509
-448
-0.4% -$44.5K 0.59% 69
2024
Q2 		$11.2M Buy
117,957
+6,448
+6% +$598K 0.51% 98
2024
Q1 		$11.4M Sell
111,509
-20,242
-15% -$1.81M 0.51% 101
2023
Q4 		$10.1M Sell
131,751
-113,543
-46% -$8.73M 0.47% 100
2023
Q3 		$18.4M Sell
245,294
-19,867
-7% -$1.44M 0.94% 28
2023
Q2 		$19M Sell
265,161
-7,254
-3% -$474K 0.89% 31
2023
Q1 		$17.2M Sell
272,415
-11,359
-4% -$685K 0.78% 43
2022
Q4 		$16.5M Sell
283,774
-44,922
-14% -$2.58M 0.73% 57
2022
Q3 		$16.6M Sell
328,696
-6,872
-2% -$371K 0.79% 42
2022
Q2 		$18.5M Buy
335,568
+69,812
+26% +$3.63M 0.84% 40
2022
Q1 		$14.3M Buy
+265,756
New +$13.1M 0.57% 80

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Leeward Investments's BWXT Position: Q1 2025 in Review

Leeward Investments sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 22,964 shares — an estimated $2.56M sold.

Leeward Investments first reported a position in BWXT in Q1 2022 and held it in 12 quarters. The position peaked at $19M in Q2 2023. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Leeward Investments reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
  • Leeward Investments sold 22,964 BWX Technologies shares in Q1 2025, an estimated $2.56M.
  • Leeward Investments first reported a position in BWX Technologies in Q1 2022 and held it in 12 quarters.
  • Leeward Investments's BWX Technologies position peaked at $19M in Q2 2023.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Leeward Investments's 13F filing for Q1 2025, filed 29 Apr 2025.