Vanguard Personalized Indexing Management
BWXT icon

Vanguard Personalized Indexing Management’s BWX Technologies BWXT Stock Holding History

Vanguard Personalized Indexing 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 		$1.91M Buy
9,798
+81
+0.8% +$16.9K 0.02% 666
2026
Q1 		$1.99M Buy
9,717
+386
+4% +$78.4K 0.02% 601
2025
Q4 		$1.61M Buy
9,331
+88
+1% +$16.5K 0.02% 681
2025
Q3 		$1.7M Buy
9,243
+334
+4% +$53.7K 0.02% 650
2025
Q2 		$1.28M Buy
8,909
+978
+12% +$114K 0.01% 752
2025
Q1 		$782K Buy
7,931
+597
+8% +$64.8K 0.01% 909
2024
Q4 		$817K Buy
7,334
+731
+11% +$89.3K 0.01% 868
2024
Q3 		$718K Buy
6,603
+785
+13% +$78K 0.01% 926
2024
Q2 		$553K Sell
5,818
-810
-12% -$75.1K 0.01% 983
2024
Q1 		$680K Buy
6,628
+47
+0.7% +$4.21K 0.01% 855
2023
Q4 		$505K Buy
6,581
+2,076
+46% +$160K 0.01% 997
2023
Q3 		$338K Buy
4,505
+1,167
+35% +$84.3K 0.01% 1067
2023
Q2 		$239K Buy
3,338
+121
+4% +$7.91K 0.01% 1248
2023
Q1 		$204K Buy
+3,217
New +$194K 0.01% 1330
2021
Q3 		– Sell
-3,540
Closed -$206K – 989
2021
Q2 		$206K Buy
+3,540
New +$228K 0.02% 887

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

Vanguard Personalized Indexing Management's BWXT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its BWX Technologies (BWXT) stake by 0.83% in Q2 2026, buying an estimated $16.9K and bringing the position to 9,798 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #666.

Vanguard Personalized Indexing Management first reported a position in BWXT in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.99M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 9,798 shares of BWX Technologies worth $1.91M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 81 BWX Technologies shares in Q2 2026, an estimated $16.9K.
  • BWX Technologies made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #666 holding.
  • Vanguard Personalized Indexing Management first reported a position in BWX Technologies in Q2 2021 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's BWX Technologies position peaked at $1.99M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.