Cascade Investment Advisors’s BWX Technologies BWXT Stock Holding History

Cascade 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	$1.73M	Buy	8,869 +55	+0.6%	+$11.5K	0.94%	40
2026 Q1	$1.8M	Sell	8,814 -70	-0.8%	-$14.2K	1.07%	33
2025 Q4	$1.54M	Buy	8,884 +87	+1%	+$16.3K	0.9%	48
2025 Q3	$1.62M	Sell	8,797 -183	-2%	-$29.4K	0.98%	41
2025 Q2	$1.29M	Buy	+8,980	New	+$1.05M	0.83%	55
2017 Q1	–	Sell	-63	Closed	-$2.5K	–	169
2016 Q4	$2.5K	Buy	+63	New	+$2.45K	﹤0.01%	189
2016 Q2	$76.3K	Buy	+2,133	New	+$73K	0.07%	96

Other funds holding BWXT

ZIC

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

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

Cascade Investment Advisors increased its BWX Technologies (BWXT) stake by 0.62% in Q2 2026, buying an estimated $11.5K and bringing the position to 8,869 shares worth $1.73M. The position accounts for 0.94% of the portfolio, ranked #40.

Cascade Investment Advisors first reported a position in BWXT in Q2 2016 and has held it in 7 quarters since. The position peaked at $1.8M in Q1 2026. 208 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Cascade Investment Advisors held 8,869 shares of BWX Technologies worth $1.73M as of Q2 2026.
Cascade Investment Advisors bought 55 BWX Technologies shares in Q2 2026, an estimated $11.5K.
BWX Technologies made up 0.94% of Cascade Investment Advisors's portfolio in Q2 2026, its #40 holding.
Cascade Investment Advisors first reported a position in BWX Technologies in Q2 2016 and has held it in 7 quarters since.
Cascade Investment Advisors's BWX Technologies position peaked at $1.8M in Q1 2026.
208 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.