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Capital Analysts LLC’s BWX Technologies BWXT Stock Holding History

Capital Analysts LLC’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 		$2K Buy
+8
New +$1.67K ﹤0.01% 1459
2018
Q4 		– Sell
-3,000
Closed -$188K – 602
2018
Q3 		$188K Buy
3,000
+40
+1% +$2.53K 0.02% 198
2018
Q2 		$185K Sell
2,960
-275
-9% -$18.3K 0.02% 198
2018
Q1 		$206K Buy
+3,235
New +$205K 0.03% 184

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

Capital Analysts LLC's BWXT Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in BWX Technologies (BWXT) in Q2 2026: 8 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in BWXT as recently as Q3 2018.

Capital Analysts LLC first reported a position in BWXT in Q1 2018 and has held it in 4 quarters since. The position peaked at $206K in Q1 2018. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Capital Analysts LLC held 8 shares of BWX Technologies worth $2K as of Q2 2026.
  • BWX Technologies was a new Capital Analysts LLC position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1459 holding.
  • Capital Analysts LLC first reported a position in BWX Technologies in Q1 2018 and has held it in 4 quarters since.
  • Capital Analysts LLC's BWX Technologies position peaked at $206K in Q1 2018.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.