Capital Advisors Ltd’s BWX Technologies BWXT Stock Holding History

Capital Advisors Ltd’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	$44K	Hold	225	–	–	﹤0.01%	529
2026 Q1	$46K	Hold	225	–	–	0.01%	512
2025 Q4	$39K	Hold	225	–	–	﹤0.01%	537
2025 Q3	$41K	Hold	225	–	–	﹤0.01%	518
2025 Q2	$32K	Buy	225 +3	+1%	+$350	﹤0.01%	552
2025 Q1	$22K	Hold	222	–	–	﹤0.01%	601
2024 Q4	$25K	Hold	222	–	–	﹤0.01%	575
2024 Q3	$24K	Hold	222	–	–	﹤0.01%	581
2024 Q2	$21K	Hold	222	–	–	﹤0.01%	586
2024 Q1	$23K	Hold	222	–	–	﹤0.01%	560
2023 Q4	$17K	Hold	222	–	–	﹤0.01%	586
2023 Q3	$17K	Hold	222	–	–	﹤0.01%	581
2023 Q2	$16K	Buy	+222	New	+$14.5K	﹤0.01%	603
2023 Q1	–	Sell	-222	Closed	–	–	1222
2022 Q4	$0	Buy	+222	New	+$12.7K	﹤0.01%	1245
2022 Q2	–	Sell	-13	Closed	-$1K	–	1024
2022 Q1	$1K	Buy	+13	New	+$639	﹤0.01%	679

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Advisors Ltd's BWXT Position: Q2 2026 in Review

Capital Advisors Ltd held its BWX Technologies (BWXT) position steady in Q2 2026 at 225 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Capital Advisors Ltd first reported a position in BWXT in Q1 2022 and has held it in 15 quarters since. The position peaked at $46K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Capital Advisors Ltd held 225 shares of BWX Technologies worth $44K as of Q2 2026.
Capital Advisors Ltd left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #529 holding.
Capital Advisors Ltd first reported a position in BWX Technologies in Q1 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's BWX Technologies position peaked at $46K in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.