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Avalon Capital Management’s BWX Technologies BWXT Stock Holding History

Avalon Capital 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
2026
Q2 		$236K Buy
1,213
+41
+3% +$8.54K 0.06% 116
2026
Q1 		$240K Buy
+1,172
New +$238K 0.07% 108
2025
Q4 		– Sell
-1,439
Closed -$265K – 142
2025
Q3 		$265K Sell
1,439
-272
-16% -$43.8K 0.07% 115
2025
Q2 		$246K Buy
+1,711
New +$200K 0.07% 112

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

Avalon Capital Management's BWXT Position: Q2 2026 in Review

Avalon Capital Management increased its BWX Technologies (BWXT) stake by 3.5% in Q2 2026, buying an estimated $8.54K and bringing the position to 1,213 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #116.

Avalon Capital Management first reported a position in BWXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $265K in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Avalon Capital Management held 1,213 shares of BWX Technologies worth $236K as of Q2 2026.
  • Avalon Capital Management bought 41 BWX Technologies shares in Q2 2026, an estimated $8.54K.
  • BWX Technologies made up 0.06% of Avalon Capital Management's portfolio in Q2 2026, its #116 holding.
  • Avalon Capital Management first reported a position in BWX Technologies in Q2 2025 and has held it in 4 quarters since.
  • Avalon Capital Management's BWX Technologies position peaked at $265K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.