Sumitomo Mitsui Trust Group
BWXT icon

Sumitomo Mitsui Trust Group’s BWX Technologies BWXT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$2.07M Sell
10,611
-368
-3% -$76.6K ﹤0.01% 804
2026
Q1 		$2.25M Sell
10,979
-252,193
-96% -$51.2M ﹤0.01% 779
2025
Q4 		$45.5M Sell
263,172
-16,062
-6% -$3.01M 0.03% 496
2025
Q3 		$51.5M Sell
279,234
-6,846
-2% -$1.1M 0.03% 465
2025
Q2 		$41.2M Sell
286,080
-37,246
-12% -$4.35M 0.03% 509
2025
Q1 		$31.9M Buy
323,326
+318,125
+6,117% +$34.5M 0.02% 561
2024
Q4 		$579K Buy
5,201
+885
+21% +$108K ﹤0.01% 927
2024
Q3 		$469K Hold
4,316
– – ﹤0.01% 974
2024
Q2 		$410K Buy
4,316
+1,830
+74% +$170K ﹤0.01% 985
2024
Q1 		$255K Buy
+2,486
New +$222K ﹤0.01% 1087

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

Sumitomo Mitsui Trust Group's BWXT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its BWX Technologies (BWXT) stake by 3.4% in Q2 2026, selling an estimated $76.6K and leaving 10,611 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Sumitomo Mitsui Trust Group first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.5M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 10,611 shares of BWX Technologies worth $2.07M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 368 BWX Technologies shares in Q2 2026, an estimated $76.6K.
  • BWX Technologies made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #804 holding.
  • Sumitomo Mitsui Trust Group first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • Sumitomo Mitsui Trust Group's BWX Technologies position peaked at $51.5M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.