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Callan Family Office’s BWX Technologies BWXT Stock Holding History

Callan Family Office’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 		$1.87M Sell
9,585
-96
-1% -$20K 0.04% 413
2026
Q1 		$1.98M Sell
9,681
-314
-3% -$63.8K 0.04% 357
2025
Q4 		$1.73M Buy
9,995
+1,932
+24% +$362K 0.04% 386
2025
Q3 		$1.49M Sell
8,063
-78
-1% -$12.6K 0.05% 311
2025
Q2 		$1.17M Buy
8,141
+2,121
+35% +$248K 0.04% 365
2025
Q1 		$594K Sell
6,020
-2
-0% -$217 0.04% 292
2024
Q4 		$671K Buy
+6,022
New +$736K 0.04% 315

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

Callan Family Office's BWXT Position: Q2 2026 in Review

Callan Family Office reduced its BWX Technologies (BWXT) stake by 0.99% in Q2 2026, selling an estimated $20K and leaving 9,585 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #413.

Callan Family Office first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Callan Family Office held 9,585 shares of BWX Technologies worth $1.87M as of Q2 2026.
  • Callan Family Office sold 96 BWX Technologies shares in Q2 2026, an estimated $20K.
  • BWX Technologies made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #413 holding.
  • Callan Family Office first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's BWX Technologies position peaked at $1.98M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.