Bank Julius Baer & Co
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Bank Julius Baer & Co’s BWX Technologies BWXT Stock Holding History

Bank Julius Baer & Co’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 		$15.2M Buy
78,049
+17,987
+30% +$3.75M 0.04% 171
2026
Q1 		$11.8M Sell
60,062
-56,030
-48% -$11.4M 0.04% 169
2025
Q4 		$20.2M Sell
116,092
-38,054
-25% -$7.14M 0.06% 148
2025
Q3 		$28.4M Sell
154,146
-3,031
-2% -$488K 0.08% 129
2025
Q2 		$22.6M Sell
157,177
-14,185
-8% -$1.66M 0.07% 141
2025
Q1 		$17M Sell
171,362
-5,494
-3% -$596K 0.06% 162
2024
Q4 		$20.6M Sell
176,856
-5,085
-3% -$621K 0.06% 144
2024
Q3 		$21.1M Sell
181,941
-8,653
-5% -$859K 0.07% 125
2024
Q2 		$18.9M Sell
190,594
-12,804
-6% -$1.19M 0.07% 122
2024
Q1 		$20.8M Sell
203,398
-10,094
-5% -$903K 0.08% 128
2023
Q4 		$16.4M Buy
213,492
+120,599
+130% +$9.27M 0.07% 155
2023
Q3 		$6.96M Buy
92,893
+2,420
+3% +$175K 0.04% 160
2023
Q2 		$6.47M Buy
90,473
+32,522
+56% +$2.12M 0.04% 169
2023
Q1 		$3.65M Sell
57,951
-118
-0.2% -$7.11K 0.02% 191
2022
Q4 		$3.37M Buy
+58,069
New +$3.33M 0.02% 194

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

Bank Julius Baer & Co's BWXT Position: Q2 2026 in Review

Bank Julius Baer & Co increased its BWX Technologies (BWXT) stake by 30% in Q2 2026, buying an estimated $3.75M and bringing the position to 78,049 shares worth $15.2M. The position accounts for 0.04% of the portfolio, ranked #171.

Bank Julius Baer & Co first reported a position in BWXT in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.4M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Bank Julius Baer & Co held 78,049 shares of BWX Technologies worth $15.2M as of Q2 2026.
  • Bank Julius Baer & Co bought 17,987 BWX Technologies shares in Q2 2026, an estimated $3.75M.
  • BWX Technologies made up 0.04% of Bank Julius Baer & Co's portfolio in Q2 2026, its #171 holding.
  • Bank Julius Baer & Co first reported a position in BWX Technologies in Q4 2022 and has held it in 15 quarters since.
  • Bank Julius Baer & Co's BWX Technologies position peaked at $28.4M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.