Altshuler Shaham’s BWX Technologies BWXT Stock Holding History

Altshuler Shaham’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	$1.12M	Buy	5,738 +596	+12%	+$124K	0.01%	128
2026 Q1	$1.05M	Buy	5,142 +624	+14%	+$127K	0.02%	120
2025 Q4	$781K	Buy	4,518 +351	+8%	+$65.8K	0.01%	117
2025 Q3	$768K	Buy	4,167 +1,114	+36%	+$179K	0.01%	101
2025 Q2	$440K	Buy	3,053 +1,060	+53%	+$124K	0.01%	117
2025 Q1	$197K	Buy	1,993 +1,367	+218%	+$148K	﹤0.01%	136
2024 Q4	$69.7K	Buy	+626	New	+$76.5K	﹤0.01%	135
2020 Q1	–	Sell	-287	Closed	-$18K	–	466
2019 Q4	$18K	Buy	+287	New	+$17.1K	﹤0.01%	261

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

Altshuler Shaham's BWXT Position: Q2 2026 in Review

Altshuler Shaham increased its BWX Technologies (BWXT) stake by 12% in Q2 2026, buying an estimated $124K and bringing the position to 5,738 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #128.

Altshuler Shaham first reported a position in BWXT in Q4 2019 and has held it in 8 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Altshuler Shaham held 5,738 shares of BWX Technologies worth $1.12M as of Q2 2026.
Altshuler Shaham bought 596 BWX Technologies shares in Q2 2026, an estimated $124K.
BWX Technologies made up 0.01% of Altshuler Shaham's portfolio in Q2 2026, its #128 holding.
Altshuler Shaham first reported a position in BWX Technologies in Q4 2019 and has held it in 8 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.