Chicago Partners Investment Group’s BWX Technologies BWXT Stock Holding History

Chicago Partners Investment Group’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	$252K	Buy	1,426 +182	+15%	+$37.9K	0.01%	1323
2026 Q1	$273K	Buy	1,244 +84	+7%	+$17.1K	0.01%	1195
2025 Q4	$241K	Buy	1,160 +113	+11%	+$21.2K	0.01%	1152
2025 Q3	$217K	Buy	+1,047	New	+$168K	0.01%	1129
2018 Q2	–	Sell	-39	Closed	-$2K	–	953
2018 Q1	$2K	Hold	39	–	–	﹤0.01%	893
2017 Q4	$2K	Hold	39	–	–	﹤0.01%	852
2017 Q3	$2K	Buy	+39	New	+$2.07K	﹤0.01%	925
2017 Q2	–	Sell	-39	Closed	-$2K	–	656
2017 Q1	$2K	Hold	39	–	–	﹤0.01%	524
2016 Q4	$2K	Hold	39	–	–	﹤0.01%	502
2016 Q3	$1K	Hold	39	–	–	﹤0.01%	483
2016 Q2	$1K	Hold	39	–	–	﹤0.01%	432
2016 Q1	$1K	Hold	39	–	–	﹤0.01%	421
2015 Q4	$1K	Hold	39	–	–	﹤0.01%	481
2015 Q3	$1K	Sell	39 -16	-29%	-$408	﹤0.01%	427
2015 Q2	$1K	Sell	55 -2	-4%	-$47	﹤0.01%	433
2015 Q1	$1K	Buy	57 +2	+4%	+$42	﹤0.01%	472
2014 Q4	$1K	Buy	+55	New	+$1.15K	﹤0.01%	511

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

Chicago Partners Investment Group's BWXT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its BWX Technologies (BWXT) stake by 15% in Q2 2026, buying an estimated $37.9K and bringing the position to 1,426 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1323.

Chicago Partners Investment Group first reported a position in BWXT in Q4 2014 and has held it in 17 quarters since. The position peaked at $273K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Chicago Partners Investment Group held 1,426 shares of BWX Technologies worth $252K as of Q2 2026.
Chicago Partners Investment Group bought 182 BWX Technologies shares in Q2 2026, an estimated $37.9K.
BWX Technologies made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1323 holding.
Chicago Partners Investment Group first reported a position in BWX Technologies in Q4 2014 and has held it in 17 quarters since.
Chicago Partners Investment Group's BWX Technologies position peaked at $273K in Q1 2026.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.