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Brown, Lisle/Cummings’s BWX Technologies BWXT Stock Holding History

Brown, Lisle/Cummings’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 		$11.5K Sell
59
-14
-19% -$2.92K ﹤0.01% 589
2026
Q1 		$14.9K Buy
+73
New +$14.8K ﹤0.01% 507

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

Brown, Lisle/Cummings's BWXT Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its BWX Technologies (BWXT) stake by 19% in Q2 2026, selling an estimated $2.92K and leaving 59 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Brown, Lisle/Cummings first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.9K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Brown, Lisle/Cummings held 59 shares of BWX Technologies worth $11.5K as of Q2 2026.
  • Brown, Lisle/Cummings sold 14 BWX Technologies shares in Q2 2026, an estimated $2.92K.
  • BWX Technologies made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #589 holding.
  • Brown, Lisle/Cummings first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's BWX Technologies position peaked at $14.9K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.