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CBIZ Investment Advisory Services’s BWX Technologies BWXT Stock Holding History

CBIZ Investment Advisory Services’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 		$12.3K Hold
60
– – ﹤0.01% 148
2026
Q1 		$12.3K Hold
60
– – ﹤0.01% 148
2025
Q4 		$10.4K Hold
60
– – ﹤0.01% 376
2025
Q3 		$11.1K Sell
60
-156
-72% -$25.1K ﹤0.01% 331
2025
Q2 		$31.2K Sell
216
-52
-19% -$6.08K ﹤0.01% 183
2025
Q1 		$26.5K Sell
268
-3
-1% -$326 ﹤0.01% 187
2024
Q4 		$30.2K Buy
271
+76
+39% +$9.29K ﹤0.01% 153
2024
Q3 		$21.3K Buy
195
+11
+6% +$1.09K ﹤0.01% 178
2024
Q2 		$17.4K Sell
184
-39
-17% -$3.62K ﹤0.01% 186
2024
Q1 		$22.9K Buy
+223
New +$19.9K ﹤0.01% 158

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

CBIZ Investment Advisory Services's BWXT Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its BWX Technologies (BWXT) position steady in Q2 2026 at 60 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

CBIZ Investment Advisory Services first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.2K in Q2 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • CBIZ Investment Advisory Services held 60 shares of BWX Technologies worth $12.3K as of Q2 2026.
  • CBIZ Investment Advisory Services left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #148 holding.
  • CBIZ Investment Advisory Services first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's BWX Technologies position peaked at $31.2K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.