NKCFO LLC’s BWX Technologies BWXT Stock Holding History

NKCFO LLC’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 Q4	–	Sell	-290	Closed	-$53K	–	94
2025 Q3	$53K	Sell	290 -250	-46%	-$40.2K	0.02%	96
2025 Q2	$78K	Buy	+540	New	+$63.1K	0.03%	86
2024 Q4	–	Sell	-2,000	Closed	-$217K	–	112
2024 Q3	$217K	Buy	+2,000	New	+$199K	0.1%	56

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

NKCFO LLC's BWXT Position: Q4 2025 in Review

NKCFO LLC sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 290 shares — an estimated $53K sold.

NKCFO LLC first reported a position in BWXT in Q3 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 760 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

NKCFO LLC reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
NKCFO LLC sold 290 BWX Technologies shares in Q4 2025, an estimated $53K.
NKCFO LLC first reported a position in BWX Technologies in Q3 2024 and held it in 3 quarters.
NKCFO LLC's BWX Technologies position peaked at $217K in Q3 2024.
760 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on NKCFO LLC's 13F filing for Q4 2025, filed 2 Feb 2026.