AXQ Capital’s BWX Technologies BWXT Stock Holding History

AXQ Capital’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	$1.86M	Buy	+9,544	New	+$1.99M	0.2%	150
2026 Q1	–	Sell	-2,297	Closed	-$397K	–	1017
2025 Q4	$397K	Buy	+2,297	New	+$431K	0.09%	346
2024 Q2	–	Sell	-6,424	Closed	-$659K	–	478
2024 Q1	$659K	Buy	+6,424	New	+$575K	0.16%	229
2023 Q3	–	Sell	-7,400	Closed	-$530K	–	479
2023 Q2	$530K	Buy	+7,400	New	+$484K	0.65%	27

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

AXQ Capital's BWXT Position: Q2 2026 in Review

AXQ Capital opened a new position in BWX Technologies (BWXT) in Q2 2026: 9,544 shares worth $1.86M. The stake represents 0.2% of the portfolio and ranks #150 among its holdings. This is a return to the name: AXQ Capital previously reported a position in BWXT as recently as Q4 2025.

AXQ Capital first reported a position in BWXT in Q2 2023 and has held it in 4 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

AXQ Capital held 9,544 shares of BWX Technologies worth $1.86M as of Q2 2026.
BWX Technologies was a new AXQ Capital position in Q2 2026.
BWX Technologies made up 0.2% of AXQ Capital's portfolio in Q2 2026, its #150 holding.
AXQ Capital first reported a position in BWX Technologies in Q2 2023 and has held it in 4 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.