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
Q2 		– Sell
-32
Closed -$6.91K – 1363
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 $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

Whittier Trust's BWXT Position: Q2 2026 in Review

Whittier Trust sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 32 shares — an estimated $6.91K sold.

Whittier Trust first reported a position in BWXT in Q2 2013 and held it in 6 quarters. The position peaked at $26K in Q2 2013. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Whittier Trust reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 32 BWX Technologies shares in Q2 2026, an estimated $6.91K.
  • Whittier Trust first reported a position in BWX Technologies in Q2 2013 and held it in 6 quarters.
  • Whittier Trust's BWX Technologies position peaked at $26K in Q2 2013.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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