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PFS Partners’s BWX Technologies BWXT Stock Holding History

PFS Partners’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 		$44.4K Hold
217
– – 0.02% 189
2025
Q4 		$37.5K Hold
217
– – 0.02% 208
2025
Q3 		$40K Hold
217
– – 0.02% 193
2025
Q2 		$31.3K Hold
217
– – 0.02% 195
2025
Q1 		$21.4K Hold
217
– – 0.01% 218
2024
Q4 		$24.2K Hold
217
– – 0.01% 203
2024
Q3 		$23.6K Hold
217
– – 0.01% 201
2024
Q2 		$20.6K Hold
217
– – 0.01% 196
2024
Q1 		$22.3K Hold
217
– – 0.01% 189
2023
Q4 		$16.7K Buy
217
+197
+985% +$15.1K 0.01% 206
2023
Q3 		$1.5K Hold
20
– – ﹤0.01% 418
2023
Q2 		$1.43K Hold
20
– – ﹤0.01% 437
2023
Q1 		$1.26K Buy
+20
New +$1.21K ﹤0.01% 351

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return