WhitTier Trust Company’s BWX Technologies BWXT Stock Holding History

WhitTier Trust Company’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	$15.4K	Sell	83 -400	-83%	-$83.3K	﹤0.01%	986
2026 Q1	$104K	Buy	483 +445	+1,171%	+$90.4K	﹤0.01%	593
2025 Q4	$7.42K	Sell	38 -1	-3%	-$188	﹤0.01%	1049
2025 Q3	$7.28K	Hold	39	–	–	﹤0.01%	1043
2025 Q2	$5.62K	Sell	39 -21	-35%	-$2.45K	﹤0.01%	1195
2025 Q1	$5.92K	Hold	60	–	–	﹤0.01%	1160
2024 Q4	$6.68K	Hold	60	–	–	﹤0.01%	1117
2024 Q3	$6.52K	Hold	60	–	–	﹤0.01%	1092
2024 Q2	$5.7K	Sell	60 -169	-74%	-$15.7K	﹤0.01%	1056
2024 Q1	$23.5K	Hold	229	–	–	﹤0.01%	831
2023 Q4	$17.6K	Buy	229 +3	+1%	+$231	﹤0.01%	861
2023 Q3	$16.9K	Hold	226	–	–	﹤0.01%	839
2023 Q2	$16.2K	Buy	226 +13	+6%	+$849	﹤0.01%	897
2023 Q1	$13.4K	Buy	213 +47	+28%	+$2.83K	﹤0.01%	919
2022 Q4	$9.64K	Buy	+166	New	+$9.53K	﹤0.01%	953

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WhitTier Trust Company's BWXT Position: Q2 2026 in Review

WhitTier Trust Company reduced its BWX Technologies (BWXT) stake by 83% in Q2 2026, selling an estimated $83.3K and leaving 83 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

WhitTier Trust Company first reported a position in BWXT in Q4 2022 and has held it in 15 quarters since. The position peaked at $104K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

WhitTier Trust Company held 83 shares of BWX Technologies worth $15.4K as of Q2 2026.
WhitTier Trust Company sold 400 BWX Technologies shares in Q2 2026, an estimated $83.3K.
BWX Technologies made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #986 holding.
WhitTier Trust Company first reported a position in BWX Technologies in Q4 2022 and has held it in 15 quarters since.
WhitTier Trust Company's BWX Technologies position peaked at $104K in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.