LOAMU
BWXT icon

Lombard Odier Asset Management (USA)’s BWX Technologies BWXT Stock Holding History

Lombard Odier Asset Management (USA)’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
-22,168
Closed -$2.47M – 217
2024
Q4 		$2.47M Buy
22,168
+7,281
+49% +$890K 0.18% 70
2024
Q3 		$1.62M Buy
+14,887
New +$1.48M 0.11% 97

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

Lombard Odier Asset Management (USA)'s BWXT Position: Q1 2025 in Review

Lombard Odier Asset Management (USA) sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 22,168 shares — an estimated $2.47M sold.

Lombard Odier Asset Management (USA) first reported a position in BWXT in Q3 2024 and held it in 2 quarters. The position peaked at $2.47M in Q4 2024. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Lombard Odier Asset Management (USA) reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 22,168 BWX Technologies shares in Q1 2025, an estimated $2.47M.
  • Lombard Odier Asset Management (USA) first reported a position in BWX Technologies in Q3 2024 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s BWX Technologies position peaked at $2.47M in Q4 2024.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2025, filed 15 May 2025.