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Principal Securities’s BWX Technologies BWXT Stock Holding History

Principal Securities’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
-130
Closed -$24K – 1645
2025
Q3 		$24K Sell
130
-83
-39% -$13.4K ﹤0.01% 2332
2025
Q2 		$30.7K Sell
213
-103
-33% -$12K ﹤0.01% 2120
2025
Q1 		$35.2K Hold
316
– – ﹤0.01% 1918
2024
Q4 		$35.2K Buy
316
+91
+40% +$11.1K ﹤0.01% 1914
2024
Q3 		$24.5K Buy
225
+52
+30% +$5.17K ﹤0.01% 2023
2024
Q2 		$16.4K Buy
173
+21
+14% +$1.95K ﹤0.01% 2162
2024
Q1 		$15.6K Sell
152
-59
-28% -$5.28K ﹤0.01% 2133
2023
Q4 		$16.2K Buy
+211
New +$16.2K ﹤0.01% 2039

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Principal Securities's BWXT Position: Q4 2025 in Review

Principal Securities sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 130 shares — an estimated $24K sold.

Principal Securities first reported a position in BWXT in Q4 2023 and held it in 8 quarters. The position peaked at $35.2K in Q1 2025. 758 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • Principal Securities reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 130 BWX Technologies shares in Q4 2025, an estimated $24K.
  • Principal Securities first reported a position in BWX Technologies in Q4 2023 and held it in 8 quarters.
  • Principal Securities's BWX Technologies position peaked at $35.2K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.