Baird Financial Group
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Baird Financial Group’s BWX Technologies BWXT Stock Holding History

Baird Financial Group’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 		$9.53M Sell
48,984
-442
-0.9% -$92.1K 0.01% 617
2026
Q1 		$10.1M Sell
49,426
-159,920
-76% -$32.5M 0.02% 560
2025
Q4 		$36.2M Sell
209,346
-61,079
-23% -$11.5M 0.06% 223
2025
Q3 		$49.9M Sell
270,425
-160,833
-37% -$25.9M 0.08% 176
2025
Q2 		$62.1M Sell
431,258
-29,068
-6% -$3.4M 0.11% 153
2025
Q1 		$45.4M Buy
460,326
+120,851
+36% +$13.1M 0.09% 194
2024
Q4 		$37.8M Sell
339,475
-32,225
-9% -$3.94M 0.07% 236
2024
Q3 		$40.4M Buy
371,700
+273,753
+279% +$27.2M 0.08% 226
2024
Q2 		$9.3M Sell
97,947
-1,029
-1% -$95.4K 0.02% 504
2024
Q1 		$10.2M Buy
98,976
+6,612
+7% +$591K 0.02% 467
2023
Q4 		$7.09M Buy
92,364
+31,821
+53% +$2.45M 0.02% 556
2023
Q3 		$4.54M Buy
60,543
+810
+1% +$58.5K 0.01% 647
2023
Q2 		$4.28M Sell
59,733
-861
-1% -$56.3K 0.01% 665
2023
Q1 		$3.82M Buy
60,594
+2,236
+4% +$135K 0.01% 670
2022
Q4 		$3.39M Buy
58,358
+16,361
+39% +$940K 0.01% 688
2022
Q3 		$2.12M Buy
41,997
+2,315
+6% +$125K 0.01% 819
2022
Q2 		$2.19M Buy
39,682
+1,563
+4% +$81.3K 0.01% 817
2022
Q1 		$2.05M Buy
+38,119
New +$1.88M 0.01% 899
2020
Q1 		– Sell
-740,009
Closed -$45.9M – 1439
2019
Q4 		$45.9M Sell
740,009
-60,774
-8% -$3.61M 0.16% 152
2019
Q3 		$45.8M Sell
800,783
-4,155
-0.5% -$232K 0.18% 150
2019
Q2 		$41.9M Buy
804,938
+19,433
+2% +$970K 0.16% 157
2019
Q1 		$38.9M Buy
785,505
+34,705
+5% +$1.64M 0.23% 134
2018
Q4 		$28.7M Buy
750,800
+17,076
+2% +$848K 0.19% 142
2018
Q3 		$46.3M Buy
733,724
+204,983
+39% +$13M 0.29% 103
2018
Q2 		$33M Buy
+528,741
New +$35.2M 0.22% 130

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

Baird Financial Group's BWXT Position: Q2 2026 in Review

Baird Financial Group reduced its BWX Technologies (BWXT) stake by 0.89% in Q2 2026, selling an estimated $92.1K and leaving 48,984 shares worth $9.53M. The position accounts for 0.01% of the portfolio, ranked #617.

Baird Financial Group first reported a position in BWXT in Q2 2018 and has held it in 25 quarters since. The position peaked at $62.1M in Q2 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Baird Financial Group held 48,984 shares of BWX Technologies worth $9.53M as of Q2 2026.
  • Baird Financial Group sold 442 BWX Technologies shares in Q2 2026, an estimated $92.1K.
  • BWX Technologies made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #617 holding.
  • Baird Financial Group first reported a position in BWX Technologies in Q2 2018 and has held it in 25 quarters since.
  • Baird Financial Group's BWX Technologies position peaked at $62.1M in Q2 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.