Loring Wolcott & Coolidge Fiduciary Advisors’s BWX Technologies BWXT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-68	Closed	-$7.12K	–	533
2025 Q1	$7.12K	Buy	+68	New	+$7.38K	﹤0.01%	495
2021 Q3	–	Sell	-150	Closed	-$9K	–	778
2021 Q2	$9K	Buy	+150	New	+$9.65K	﹤0.01%	643
2021 Q1	–	Sell	-150	Closed	-$9K	–	363
2020 Q4	$9K	Buy	+150	New	+$8.64K	﹤0.01%	579
2018 Q1	–	Sell	-49	Closed	-$3K	–	731
2017 Q4	$3K	Hold	49	–	–	﹤0.01%	623
2017 Q3	$3K	Buy	+49	New	+$2.6K	﹤0.01%	616

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BWXT Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BWX Technologies (BWXT) in Q2 2025, closing a stake of 68 shares — an estimated $7.12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BWXT in Q3 2017 and held it in 5 quarters. The position peaked at $9K in Q2 2021. 651 funds tracked by Wall St. Rank hold BWXT as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BWX Technologies position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 68 BWX Technologies shares in Q2 2025, an estimated $7.12K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BWX Technologies in Q3 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's BWX Technologies position peaked at $9K in Q2 2021.
651 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.