Commonwealth Equity Services’s BWX Technologies BWXT Stock Holding History

Commonwealth Equity 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	$5.33M	Sell	27,391 -10,412	-28%	-$2.17M	0.01%	1344
2026 Q1	$7.73M	Buy	37,803 +8,364	+28%	+$1.7M	0.01%	1056
2025 Q4	$5.09M	Buy	29,439 +1,055	+4%	+$198K	0.01%	1306
2025 Q3	$5.23M	Buy	28,384 +590	+2%	+$94.9K	0.01%	1317
2025 Q2	$4M	Buy	27,794 +3,542	+15%	+$414K	0.01%	1473
2025 Q1	$2.39M	Buy	24,252 +4,626	+24%	+$502K	﹤0.01%	1786
2024 Q4	$2.19M	Buy	19,626 +4,766	+32%	+$582K	﹤0.01%	1803
2024 Q3	$1.61M	Buy	14,860 +9,567	+181%	+$950K	﹤0.01%	1965
2024 Q2	$503K	Buy	5,293 +149	+3%	+$13.8K	﹤0.01%	2829
2024 Q1	$528K	Buy	5,144 +1,487	+41%	+$133K	﹤0.01%	2772
2023 Q4	$281K	Buy	3,657 +729	+25%	+$56K	﹤0.01%	3236
2023 Q3	$220K	Buy	+2,928	New	+$212K	﹤0.01%	3294
2017 Q3	–	Sell	-15,051	Closed	-$734K	–	2573
2017 Q2	$734K	Sell	15,051 -1,239	-8%	-$60K	﹤0.01%	1310
2017 Q1	$775K	Buy	+16,290	New	+$711K	0.01%	1255

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

Commonwealth Equity Services's BWXT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its BWX Technologies (BWXT) stake by 28% in Q2 2026, selling an estimated $2.17M and leaving 27,391 shares worth $5.33M. The position accounts for 0.01% of the portfolio, ranked #1344.

Commonwealth Equity Services first reported a position in BWXT in Q1 2017 and has held it in 14 quarters since. The position peaked at $7.73M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Commonwealth Equity Services held 27,391 shares of BWX Technologies worth $5.33M as of Q2 2026.
Commonwealth Equity Services sold 10,412 BWX Technologies shares in Q2 2026, an estimated $2.17M.
BWX Technologies made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1344 holding.
Commonwealth Equity Services first reported a position in BWX Technologies in Q1 2017 and has held it in 14 quarters since.
Commonwealth Equity Services's BWX Technologies position peaked at $7.73M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.