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Legacy Wealth Asset Management’s BWX Technologies BWXT Stock Holding History

Legacy Wealth Asset Management’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
Q2 		$1.02M Sell
5,227
-126
-2% -$26.2K 0.22% 122
2026
Q1 		$1.09M Buy
5,353
+9
+0.2% +$1.83K 0.27% 106
2025
Q4 		$924K Sell
5,344
-2,532
-32% -$475K 0.23% 128
2025
Q3 		$1.45M Sell
7,876
-160
-2% -$25.7K 0.35% 71
2025
Q2 		$1.16M Sell
8,036
-119
-1% -$13.9K 0.29% 87
2025
Q1 		$804K Sell
8,155
-241
-3% -$26.2K 0.22% 125
2024
Q4 		$935K Sell
8,396
-162
-2% -$19.8K 0.25% 100
2024
Q3 		$930K Sell
8,558
-13
-0.2% -$1.29K 0.25% 102
2024
Q2 		$814K Buy
8,571
+1,527
+22% +$142K 0.23% 114
2024
Q1 		$723K Buy
7,044
+4
+0.1% +$358 0.2% 147
2023
Q4 		$540K Buy
7,040
+1,084
+18% +$83.3K 0.18% 204
2023
Q3 		$447K Buy
5,956
+371
+7% +$26.8K 0.16% 226
2023
Q2 		$400K Buy
5,585
+138
+3% +$9.02K 0.14% 253
2023
Q1 		$343K Buy
5,447
+879
+19% +$53K 0.12% 276
2022
Q4 		$265K Sell
4,568
-8
-0.2% -$459 0.1% 298
2022
Q3 		$230K Sell
4,576
-1,316
-22% -$71K 0.1% 291
2022
Q2 		$325K Buy
5,892
+41
+0.7% +$2.13K 0.13% 221
2022
Q1 		$315K Buy
5,851
+65
+1% +$3.2K 0.11% 249
2021
Q4 		$277K Sell
5,786
-770
-12% -$40.3K 0.09% 265
2021
Q3 		$353K Buy
6,556
+19
+0.3% +$1.07K 0.16% 221
2021
Q2 		$380K Sell
6,537
-1,119
-15% -$72K 0.17% 220
2021
Q1 		$505K Sell
7,656
-29
-0.4% -$1.74K 0.23% 171
2020
Q4 		$463K Buy
+7,685
New +$443K 0.23% 165

Other funds holding BWXT

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return