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Concurrent Investment Advisors’s BWX Technologies BWXT Stock Holding History

Concurrent 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 		$2.85M Sell
14,664
-2,883
-16% -$600K 0.02% 606
2026
Q1 		$3.59M Buy
17,547
+2,811
+19% +$571K 0.04% 434
2025
Q4 		$2.55M Buy
14,736
+8,279
+128% +$1.55M 0.03% 500
2025
Q3 		$1.19M Sell
6,457
-468
-7% -$75.3K 0.02% 603
2025
Q2 		$998K Buy
6,925
+544
+9% +$63.6K 0.02% 596
2025
Q1 		$630K Buy
6,381
+1,088
+21% +$118K 0.02% 678
2024
Q4 		$590K Buy
5,293
+364
+7% +$44.5K 0.02% 629
2024
Q3 		$536K Buy
4,929
+1,810
+58% +$180K 0.02% 601
2024
Q2 		$296K Buy
3,119
+483
+18% +$44.8K 0.01% 739
2024
Q1 		$271K Buy
+2,636
New +$236K 0.01% 701

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

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

Concurrent Investment Advisors reduced its BWX Technologies (BWXT) stake by 16% in Q2 2026, selling an estimated $600K and leaving 14,664 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #606.

Concurrent Investment Advisors first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.59M in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Concurrent Investment Advisors held 14,664 shares of BWX Technologies worth $2.85M as of Q2 2026.
  • Concurrent Investment Advisors sold 2,883 BWX Technologies shares in Q2 2026, an estimated $600K.
  • BWX Technologies made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #606 holding.
  • Concurrent Investment Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's BWX Technologies position peaked at $3.59M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.