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Cape Investment Advisory’s BWX Technologies BWXT Stock Holding History

Cape Investment Advisory’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 		$7.79K Buy
+40
New +$8.33K ﹤0.01% 923
2026
Q1 		– Sell
-41
Closed -$7.09K – 350
2025
Q4 		$7.09K Buy
41
+1
+3% +$188 ﹤0.01% 823
2025
Q3 		$7.38K Sell
40
-100
-71% -$16.1K 0.01% 458
2025
Q2 		$20.2K Buy
+140
New +$16.4K 0.01% 505

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

Cape Investment Advisory's BWXT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in BWX Technologies (BWXT) in Q2 2026: 40 shares worth $7.79K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BWXT as recently as Q4 2025.

Cape Investment Advisory first reported a position in BWXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $20.2K in Q2 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Cape Investment Advisory held 40 shares of BWX Technologies worth $7.79K as of Q2 2026.
  • BWX Technologies was a new Cape Investment Advisory position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #923 holding.
  • Cape Investment Advisory first reported a position in BWX Technologies in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's BWX Technologies position peaked at $20.2K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.