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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 854 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.
854 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.