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American Trust Investment Advisors’s BWX Technologies BWXT Stock Holding History

American Trust Investment Advisors’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 		$4.01M Buy
20,582
+1,797
+10% +$374K 1.98% 23
2026
Q1 		$3.84M Sell
18,785
-203
-1% -$41.2K 2.12% 21
2025
Q4 		$3.28M Buy
18,988
+361
+2% +$67.7K 1.75% 23
2025
Q3 		$3.43M Sell
18,627
-23,075
-55% -$3.71M 1.77% 26
2025
Q2 		$6.01M Sell
41,702
-7,711
-16% -$901K 3.03% 9
2025
Q1 		$4.87M Buy
49,413
+25
+0.1% +$2.71K 2.04% 18
2024
Q4 		$5.5M Buy
49,388
+728
+1% +$89K 2.26% 12
2024
Q3 		$5.29M Buy
48,660
+131
+0.3% +$13K 2.16% 17
2024
Q2 		$4.61M Sell
48,529
-2,435
-5% -$226K 2.24% 16
2024
Q1 		$5.23M Sell
50,964
-957
-2% -$85.6K 2.49% 15
2023
Q4 		$3.98M Sell
51,921
-352
-0.7% -$27.1K 2.07% 21
2023
Q3 		$3.92M Buy
52,273
+1,804
+4% +$130K 2.16% 18
2023
Q2 		$3.61M Buy
50,469
+71
+0.1% +$4.64K 2.02% 19
2023
Q1 		$3.18M Buy
50,398
+1,119
+2% +$67.4K 1.91% 25
2022
Q4 		$2.86M Buy
+49,279
New +$2.83M 1.82% 21

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

American Trust Investment Advisors's BWXT Position: Q2 2026 in Review

American Trust Investment Advisors increased its BWX Technologies (BWXT) stake by 9.6% in Q2 2026, buying an estimated $374K and bringing the position to 20,582 shares worth $4.01M. The position accounts for 1.98% of the portfolio, ranked #23.

American Trust Investment Advisors first reported a position in BWXT in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.01M in Q2 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • American Trust Investment Advisors held 20,582 shares of BWX Technologies worth $4.01M as of Q2 2026.
  • American Trust Investment Advisors bought 1,797 BWX Technologies shares in Q2 2026, an estimated $374K.
  • BWX Technologies made up 1.98% of American Trust Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • American Trust Investment Advisors first reported a position in BWX Technologies in Q4 2022 and has held it in 15 quarters since.
  • American Trust Investment Advisors's BWX Technologies position peaked at $6.01M in Q2 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.