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Bell Investment Advisors’s BWX Technologies BWXT Stock Holding History

Bell Investment Advisors’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 		$19.9K Buy
102
+3
+3% +$625 ﹤0.01% 471
2026
Q1 		$20.2K Hold
99
– – ﹤0.01% 449
2025
Q4 		$17.1K Buy
99
+24
+32% +$4.5K ﹤0.01% 495
2025
Q3 		$13.8K Hold
75
– – ﹤0.01% 527
2025
Q2 		$10.8K Hold
75
– – ﹤0.01% 645
2025
Q1 		$7.4K Hold
75
– – ﹤0.01% 723
2024
Q4 		$8.36K Hold
75
– – ﹤0.01% 679
2024
Q3 		$8.15K Hold
75
– – ﹤0.01% 702
2024
Q2 		$7.13K Hold
75
– – ﹤0.01% 752
2024
Q1 		$7.7K Hold
75
– – ﹤0.01% 701
2023
Q4 		$5.75K Hold
75
– – ﹤0.01% 805
2023
Q3 		$5.62K Sell
75
-18
-19% -$1.3K ﹤0.01% 747
2023
Q2 		$6.66K Hold
93
– – ﹤0.01% 678
2023
Q1 		$5.86K Hold
93
– – ﹤0.01% 706
2022
Q4 		$5.4K Hold
93
– – ﹤0.01% 766
2022
Q3 		$5K Sell
93
-8
-8% -$432 ﹤0.01% 650
2022
Q2 		$6K Buy
+101
New +$5.25K ﹤0.01% 599
2021
Q4 		$5K Sell
103
-6
-6% -$314 ﹤0.01% 743
2021
Q3 		$6K Buy
+109
New +$6.14K ﹤0.01% 612

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's BWXT Position: Q2 2026 in Review

Bell Investment Advisors increased its BWX Technologies (BWXT) stake by 3% in Q2 2026, buying an estimated $625 and bringing the position to 102 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Bell Investment Advisors first reported a position in BWXT in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.2K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Bell Investment Advisors held 102 shares of BWX Technologies worth $19.9K as of Q2 2026.
  • Bell Investment Advisors bought 3 BWX Technologies shares in Q2 2026, an estimated $625.
  • BWX Technologies made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #471 holding.
  • Bell Investment Advisors first reported a position in BWX Technologies in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's BWX Technologies position peaked at $20.2K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.