SAM
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Smartleaf Asset Management’s BWX Technologies BWXT Stock Holding History

Smartleaf Asset Management’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 		$79.9K Buy
417
+49
+13% +$9.95K ﹤0.01% 1232
2025
Q4 		$64.2K Buy
368
+48
+15% +$9K ﹤0.01% 1427
2025
Q3 		$58.2K Buy
320
+214
+202% +$34.4K ﹤0.01% 1320
2025
Q2 		$15.2K Sell
106
-122
-54% -$14.3K ﹤0.01% 1673
2025
Q1 		$22.6K Sell
228
-2
-0.9% -$217 ﹤0.01% 1552
2024
Q4 		$25.8K Buy
230
+42
+22% +$5.13K ﹤0.01% 1504
2024
Q3 		$20.4K Buy
188
+158
+527% +$15.7K ﹤0.01% 1330
2024
Q2 		$2.85K Buy
30
+24
+400% +$2.23K ﹤0.01% 2078
2024
Q1 		$611 Buy
+6
New +$537 ﹤0.01% 1710

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