WT
BWXT icon

Whittier Trust’s BWX Technologies BWXT Stock Holding History

Whittier Trust’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 		$6.91K Buy
+32
New +$6.5K ﹤0.01% 1170
2019
Q1 		– Sell
-214
Closed -$8K – 1426
2018
Q4 		$8K Buy
+214
New +$10.6K ﹤0.01% 1121
2015
Q2 		– Sell
-336
Closed -$8K – 1222
2015
Q1 		$8K Buy
+336
New +$7.07K ﹤0.01% 1045
2014
Q1 		– Sell
-699
Closed -$17K – 1076
2013
Q4 		$17K Hold
699
– – ﹤0.01% 824
2013
Q3 		$17K Sell
699
-513
-42% -$11.6K ﹤0.01% 816
2013
Q2 		$26K Buy
+1,212
New +$24.6K ﹤0.01% 751

Other funds holding BWXT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $1.02T AUM 30.18% 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