WWM
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Western Wealth Management’s BWX Technologies BWXT Stock Holding History

Western Wealth 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 		$1.29M Buy
6,309
+285
+5% +$57.9K 0.05% 367
2025
Q4 		$1.04M Sell
6,024
-60
-1% -$11.3K 0.05% 339
2025
Q3 		$1.12M Buy
6,084
+540
+10% +$86.9K 0.06% 284
2025
Q2 		$799K Buy
5,544
+3,153
+132% +$368K 0.05% 316
2025
Q1 		$236K Buy
+2,391
New +$259K 0.02% 601

Other funds holding BWXT

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return