Capstone Investment Advisors
BWXT icon

Capstone Investment Advisors’s BWX Technologies BWXT Stock Holding History

Capstone Investment Advisors’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 		$617K Buy
+3,169
New +$660K ﹤0.01% 1145
2017
Q4 		– Sell
-8,500
Closed -$476K – 511
2017
Q3 		$476K Sell
8,500
-62,274
-88% -$3.3M 0.02% 316
2017
Q2 		$3.45M Buy
70,774
+36,756
+108% +$1.78M 0.09% 180
2017
Q1 		$1.62M Buy
34,018
+14,918
+78% +$651K 0.04% 326
2016
Q4 		$758K Buy
+19,100
New +$742K 0.02% 485

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

Capstone Investment Advisors's BWXT Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in BWX Technologies (BWXT) in Q2 2026: 3,169 shares worth $617K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BWXT as recently as Q3 2017.

Capstone Investment Advisors first reported a position in BWXT in Q4 2016 and has held it in 5 quarters since. The position peaked at $3.45M in Q2 2017. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Capstone Investment Advisors held 3,169 shares of BWX Technologies worth $617K as of Q2 2026.
  • BWX Technologies was a new Capstone Investment Advisors position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1145 holding.
  • Capstone Investment Advisors first reported a position in BWX Technologies in Q4 2016 and has held it in 5 quarters since.
  • Capstone Investment Advisors's BWX Technologies position peaked at $3.45M in Q2 2017.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.