Cary Street Partners Investment Advisory’s BWX Technologies BWXT Stock Holding History

Cary Street Partners 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	$21.2K	Buy	109 +40	+58%	+$8.33K	﹤0.01%	661
2026 Q1	$14.1K	Buy	69 +17	+33%	+$3.45K	﹤0.01%	622
2025 Q4	$8.99K	Buy	+52	New	+$9.75K	﹤0.01%	618
2023 Q4	–	Sell	-400	Closed	-$30K	–	783
2023 Q3	$30K	Hold	400	–	–	﹤0.01%	996
2023 Q2	$28.6K	Hold	400	–	–	﹤0.01%	956
2023 Q1	$25.2K	Hold	400	–	–	﹤0.01%	914
2022 Q4	$23.2K	Buy	+400	New	+$23K	﹤0.01%	937

Other funds holding BWXT

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's BWXT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its BWX Technologies (BWXT) stake by 58% in Q2 2026, buying an estimated $8.33K and bringing the position to 109 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Cary Street Partners Investment Advisory first reported a position in BWXT in Q4 2022 and has held it in 7 quarters since. The position peaked at $30K in Q3 2023. 481 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Cary Street Partners Investment Advisory held 109 shares of BWX Technologies worth $21.2K as of Q2 2026.
Cary Street Partners Investment Advisory bought 40 BWX Technologies shares in Q2 2026, an estimated $8.33K.
BWX Technologies made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #661 holding.
Cary Street Partners Investment Advisory first reported a position in BWX Technologies in Q4 2022 and has held it in 7 quarters since.
Cary Street Partners Investment Advisory's BWX Technologies position peaked at $30K in Q3 2023.
481 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.