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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
Q2 		$78.9K Hold
417
– – ﹤0.01% 1277
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Smartleaf Asset Management's BWXT Position: Q2 2026 in Review

Smartleaf Asset Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 417 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Smartleaf Asset Management first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $79.9K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Smartleaf Asset Management held 417 shares of BWX Technologies worth $78.9K as of Q2 2026.
  • Smartleaf Asset Management left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1277 holding.
  • Smartleaf Asset Management first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's BWX Technologies position peaked at $79.9K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.