UMB Bank’s BWX Technologies BWXT Stock Holding History

UMB Bank’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	$249K	Buy	1,219 +12	+1%	+$2.44K	﹤0.01%	633
2025 Q4	$209K	Buy	1,207 +153	+15%	+$28.7K	﹤0.01%	671
2025 Q3	$194K	Buy	1,054 +23	+2%	+$3.7K	﹤0.01%	623
2025 Q2	$149K	Buy	1,031 +116	+13%	+$13.6K	﹤0.01%	683
2025 Q1	$90.3K	Buy	915 +408	+80%	+$44.3K	﹤0.01%	804
2024 Q4	$56.5K	Buy	507 +250	+97%	+$30.5K	﹤0.01%	872
2024 Q3	$27.9K	Buy	257 +226	+729%	+$22.4K	﹤0.01%	1083
2024 Q2	$2.94K	Buy	31 +6	+24%	+$556	﹤0.01%	1630
2024 Q1	$2.57K	Buy	+25	New	+$2.24K	﹤0.01%	1476
2022 Q3	–	Sell	-30	Closed	-$2K	–	1775
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	1717
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	1796
2021 Q4	$1K	Buy	+30	New	+$1.57K	﹤0.01%	1895

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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