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Atlas Capital Advisors’s BWX Technologies BWXT Stock Holding History

Atlas Capital 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 		$30.8K Buy
158
+141
+829% +$29.4K ﹤0.01% 802
2026
Q1 		$3.48K Hold
17
– – ﹤0.01% 854
2025
Q4 		$2.94K Buy
+17
New +$3.19K ﹤0.01% 835
2022
Q3 		– Sell
-100
Closed -$5.51K – 926
2022
Q2 		$5.51K Hold
100
– – ﹤0.01% 839
2022
Q1 		$5.39K Hold
100
– – ﹤0.01% 786
2021
Q4 		$4.79K Hold
100
– – ﹤0.01% 799
2021
Q3 		$5.39K Hold
100
– – ﹤0.01% 802
2021
Q2 		$5.81K Hold
100
– – ﹤0.01% 813
2021
Q1 		$6.59K Buy
+100
New +$5.99K ﹤0.01% 730

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

Atlas Capital Advisors's BWXT Position: Q2 2026 in Review

Atlas Capital Advisors increased its BWX Technologies (BWXT) stake by 829% in Q2 2026, buying an estimated $29.4K and bringing the position to 158 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Atlas Capital Advisors first reported a position in BWXT in Q1 2021 and has held it in 9 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Atlas Capital Advisors held 158 shares of BWX Technologies worth $30.8K as of Q2 2026.
  • Atlas Capital Advisors bought 141 BWX Technologies shares in Q2 2026, an estimated $29.4K.
  • BWX Technologies made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #802 holding.
  • Atlas Capital Advisors first reported a position in BWX Technologies in Q1 2021 and has held it in 9 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.