ZIM
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Zacks Investment Management’s BWX Technologies BWXT Stock Holding History

Zacks Investment 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
2025
Q1 		– Sell
-3,522
Closed -$392K – 668
2024
Q4 		$392K Buy
+3,522
New +$430K ﹤0.01% 515
2020
Q3 		– Sell
-75,258
Closed -$4.26M – 506
2020
Q2 		$4.26M Buy
75,258
+52,566
+232% +$2.94M 0.09% 146
2020
Q1 		$1.1M Buy
+22,692
New +$1.35M 0.03% 280
2014
Q4 		– Sell
-13,282
Closed -$263K – 640
2014
Q3 		$263K Buy
+13,282
New +$287K 0.01% 570
2014
Q1 		– Sell
-15,477
Closed -$379K – 674
2013
Q4 		$379K Buy
15,477
+2,471
+19% +$57.9K 0.01% 483
2013
Q3 		$314K Buy
13,006
+2,836
+28% +$64.3K 0.01% 504
2013
Q2 		$218K Buy
+10,170
New +$207K 0.01% 551

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zacks Investment Management's BWXT Position: Q1 2025 in Review

Zacks Investment Management sold out of BWX Technologies (BWXT) in Q1 2025, closing a stake of 3,522 shares — an estimated $392K sold.

Zacks Investment Management first reported a position in BWXT in Q2 2013 and held it in 7 quarters. The position peaked at $4.26M in Q2 2020. 606 funds tracked by Wall St. Rank hold BWXT as of Q1 2025.

  • Zacks Investment Management reported no remaining BWX Technologies position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 3,522 BWX Technologies shares in Q1 2025, an estimated $392K.
  • Zacks Investment Management first reported a position in BWX Technologies in Q2 2013 and held it in 7 quarters.
  • Zacks Investment Management's BWX Technologies position peaked at $4.26M in Q2 2020.
  • 606 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.