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Lindbrook Capital’s BWX Technologies BWXT Stock Holding History

Lindbrook Capital’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 		$60.1K Buy
609
+373
+158% +$40.5K 0.01% 912
2024
Q4 		$26.3K Hold
236
– – ﹤0.01% 1128
2024
Q3 		$25.7K Sell
236
-7
-3% -$695 ﹤0.01% 1157
2024
Q2 		$23.1K Buy
243
+29
+14% +$2.69K ﹤0.01% 1161
2024
Q1 		$22K Buy
214
+51
+31% +$4.56K ﹤0.01% 1163
2023
Q4 		$12.5K Hold
163
– – ﹤0.01% 1421
2023
Q3 		$12.2K Buy
163
+30
+23% +$2.17K ﹤0.01% 1308
2023
Q2 		$9.52K Buy
133
+26
+24% +$1.7K ﹤0.01% 1495
2023
Q1 		$6.75K Hold
107
– – ﹤0.01% 1710
2022
Q4 		$6.21K Hold
107
– – ﹤0.01% 1690
2022
Q3 		$5K Hold
107
– – ﹤0.01% 1643
2022
Q2 		$6K Hold
107
– – ﹤0.01% 1452
2022
Q1 		$6K Sell
107
-63
-37% -$3.1K ﹤0.01% 1502
2021
Q4 		$8K Buy
170
+57
+50% +$2.98K ﹤0.01% 1344
2021
Q3 		$6K Buy
113
+6
+6% +$338 ﹤0.01% 1167
2021
Q2 		$6K Hold
107
– – ﹤0.01% 1228
2021
Q1 		$7K Hold
107
– – ﹤0.01% 1138
2020
Q4 		$6K Hold
107
– – ﹤0.01% 1098
2020
Q3 		$6K Hold
107
– – ﹤0.01% 1007
2020
Q2 		$6K Sell
107
-101
-49% -$5.65K ﹤0.01% 996
2020
Q1 		$10K Buy
208
+107
+106% +$6.36K ﹤0.01% 746
2019
Q4 		$6K Hold
101
– – ﹤0.01% 1049
2019
Q3 		$6K Buy
101
+54
+115% +$3.02K ﹤0.01% 1019
2019
Q2 		$2K Buy
+47
New +$2.35K ﹤0.01% 1205

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Lindbrook Capital's BWXT Position: Q1 2025 in Review

Lindbrook Capital increased its BWX Technologies (BWXT) stake by 158% in Q1 2025, buying an estimated $40.5K and bringing the position to 609 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #912.

Lindbrook Capital first reported a position in BWXT in Q2 2019 and has held it in 24 quarters since. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Lindbrook Capital held 609 shares of BWX Technologies worth $60.1K as of Q1 2025.
  • Lindbrook Capital bought 373 BWX Technologies shares in Q1 2025, an estimated $40.5K.
  • BWX Technologies made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #912 holding.
  • Lindbrook Capital first reported a position in BWX Technologies in Q2 2019 and has held it in 24 quarters since.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.