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Oppenheimer & Co’s BWX Technologies BWXT Stock Holding History

Oppenheimer & Co’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
Q1 		$1.14M Buy
5,554
+1,407
+34% +$286K 0.01% 810
2025
Q4 		$717K Sell
4,147
-6,514
-61% -$1.22M 0.01% 935
2025
Q3 		$1.97M Buy
10,661
+1,850
+21% +$298K 0.02% 615
2025
Q2 		$1.27M Buy
+8,811
New +$1.03M 0.02% 748
2014
Q3 		– Sell
-44,946
Closed -$1.04M – 1428
2014
Q2 		$1.04M Sell
44,946
-81
-0.2% -$1.92K 0.03% 608
2014
Q1 		$1.07M Sell
45,027
-651
-1% -$15.7K 0.03% 579
2013
Q4 		$1.12M Buy
45,678
+36,954
+424% +$866K 0.04% 524
2013
Q3 		$210K Buy
+8,724
New +$198K 0.01% 1139

Other funds holding BWXT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return