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Bare Financial Services’s BWX Technologies BWXT Stock Holding History

Bare Financial Services’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 		$6.62K Buy
34
+21
+162% +$4.37K ﹤0.01% 752
2026
Q1 		$2.66K Buy
13
+2
+18% +$406 ﹤0.01% 891
2025
Q4 		$1.9K Hold
11
– – ﹤0.01% 886
2025
Q3 		$2.03K Hold
11
– – ﹤0.01% 802
2025
Q2 		$1.58K Hold
11
– – ﹤0.01% 784
2025
Q1 		$1.08K Buy
+11
New +$1.19K ﹤0.01% 515

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

Bare Financial Services's BWXT Position: Q2 2026 in Review

Bare Financial Services increased its BWX Technologies (BWXT) stake by 162% in Q2 2026, buying an estimated $4.37K and bringing the position to 34 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Bare Financial Services first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Bare Financial Services held 34 shares of BWX Technologies worth $6.62K as of Q2 2026.
  • Bare Financial Services bought 21 BWX Technologies shares in Q2 2026, an estimated $4.37K.
  • BWX Technologies made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #752 holding.
  • Bare Financial Services first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.