American Capital Advisory’s BWX Technologies BWXT Stock Holding History

American Capital Advisory’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	$1.95K	Buy	10 +4	+67%	+$833	﹤0.01%	633
2026 Q1	$1.23K	Buy	6 +4	+200%	+$812	﹤0.01%	635
2025 Q4	$346	Hold	2	–	–	﹤0.01%	843
2025 Q3	$369	Hold	2	–	–	﹤0.01%	762
2025 Q2	$289	Hold	2	–	–	﹤0.01%	744
2025 Q1	$198	Buy	+2	New	+$217	﹤0.01%	738

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

American Capital Advisory's BWXT Position: Q2 2026 in Review

American Capital Advisory increased its BWX Technologies (BWXT) stake by 67% in Q2 2026, buying an estimated $833 and bringing the position to 10 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

American Capital Advisory first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

American Capital Advisory held 10 shares of BWX Technologies worth $1.95K as of Q2 2026.
American Capital Advisory bought 4 BWX Technologies shares in Q2 2026, an estimated $833.
BWX Technologies made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #633 holding.
American Capital Advisory first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.