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Personal CFO Solutions’s BWX Technologies BWXT Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-2,404
Closed -$346K – 497
2025
Q2 		$346K Sell
2,404
-418
-15% -$48.8K 0.06% 293
2025
Q1 		$278K Sell
2,822
-222
-7% -$24.1K 0.06% 335
2024
Q4 		$339K Sell
3,044
-152
-5% -$18.6K 0.07% 284
2024
Q3 		$347K Sell
3,196
-34
-1% -$3.38K 0.05% 358
2024
Q2 		$307K Sell
3,230
-799
-20% -$74.1K 0.05% 375
2024
Q1 		$414K Sell
4,029
-854
-17% -$76.4K 0.06% 304
2023
Q4 		$375K Buy
4,883
+90
+2% +$6.92K 0.06% 312
2023
Q3 		$359K Sell
4,793
-159
-3% -$11.5K 0.07% 280
2023
Q2 		$354K Buy
4,952
+78
+2% +$5.1K 0.07% 291
2023
Q1 		$307K Sell
4,874
-18
-0.4% -$1.08K 0.06% 304
2022
Q4 		$284K Buy
4,892
+269
+6% +$15.4K 0.06% 312
2022
Q3 		$233K Sell
4,623
-72
-2% -$3.89K 0.06% 320
2022
Q2 		$259K Sell
4,695
-20
-0.4% -$1.04K 0.06% 304
2022
Q1 		$254K Buy
4,715
+488
+12% +$24K 0.05% 378
2021
Q4 		$202K Sell
4,227
-405
-9% -$21.2K 0.04% 448
2021
Q3 		$250K Buy
4,632
+149
+3% +$8.39K 0.05% 358
2021
Q2 		$261K Buy
4,483
+37
+0.8% +$2.38K 0.05% 330
2021
Q1 		$293K Buy
4,446
+253
+6% +$15.2K 0.06% 262
2020
Q4 		$253K Buy
4,193
+99
+2% +$5.7K 0.06% 286
2020
Q3 		$0 Sell
4,094
-5
-0.1% -$280 ﹤0.01% 164
2020
Q2 		$232K Buy
+4,099
New +$229K 0.07% 254
2020
Q1 		– Sell
-3,518
Closed -$218K – 292
2019
Q4 		$218K Buy
+3,518
New +$209K 0.06% 300

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Personal CFO Solutions's BWXT Position: Q3 2025 in Review

Personal CFO Solutions sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 2,404 shares — an estimated $346K sold.

Personal CFO Solutions first reported a position in BWXT in Q4 2019 and held it in 22 quarters. The position peaked at $414K in Q1 2024. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

  • Personal CFO Solutions reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,404 BWX Technologies shares in Q3 2025, an estimated $346K.
  • Personal CFO Solutions first reported a position in BWX Technologies in Q4 2019 and held it in 22 quarters.
  • Personal CFO Solutions's BWX Technologies position peaked at $414K in Q1 2024.
  • 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.