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Carmel Capital Partners’s BWX Technologies BWXT Stock Holding History

Carmel Capital Partners’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 		$258K Hold
1,325
– – 0.09% 114
2026
Q1 		$271K Hold
1,325
– – 0.1% 99
2025
Q4 		$229K Buy
+1,325
New +$249K 0.08% 100
2023
Q4 		– Sell
-1,450
Closed -$109K – 221
2023
Q3 		$109K Hold
1,450
– – 0.05% 185
2023
Q2 		$104K Buy
+1,450
New +$94.7K 0.05% 164

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 $3.37T AUM 44.26% 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

Carmel Capital Partners's BWXT Position: Q2 2026 in Review

Carmel Capital Partners held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,325 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #114.

Carmel Capital Partners first reported a position in BWXT in Q2 2023 and has held it in 5 quarters since. The position peaked at $271K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Carmel Capital Partners held 1,325 shares of BWX Technologies worth $258K as of Q2 2026.
  • Carmel Capital Partners left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.09% of Carmel Capital Partners's portfolio in Q2 2026, its #114 holding.
  • Carmel Capital Partners first reported a position in BWX Technologies in Q2 2023 and has held it in 5 quarters since.
  • Carmel Capital Partners's BWX Technologies position peaked at $271K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.