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Coppell Advisory Solutions’s BWX Technologies BWXT Stock Holding History

Coppell Advisory Solutions’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 		$1.32M Sell
2,001
-2,266
-53% -$472K 0.11% 158
2026
Q1 		$818K Buy
4,267
+27
+0.6% +$5.48K 0.48% 22
2025
Q4 		$739K Buy
4,240
+392
+10% +$73.5K 0.07% 203
2025
Q3 		$700K Buy
3,848
+15
+0.4% +$2.41K 0.07% 204
2025
Q2 		$549K Sell
3,833
-66
-2% -$7.71K 0.07% 228
2025
Q1 		$426K Sell
3,899
-326
-8% -$35.4K 0.06% 227
2024
Q4 		$474K Buy
4,225
+254
+6% +$31K 0.07% 177
2024
Q3 		$431K Buy
3,971
+1,513
+62% +$150K 0.06% 180
2024
Q2 		$233K Buy
+2,458
New +$228K 0.04% 230
2023
Q4 		$196K Buy
2,558
+1,040
+69% +$80K 0.04% 268
2023
Q3 		$88.2K Buy
1,518
+271
+22% +$19.6K 0.03% 226
2023
Q2 		$89K Buy
+1,247
New +$81.5K 0.03% 282
2023
Q1 		– Sell
-1,518
Closed -$88.2K – 320
2022
Q4 		$88.2K Buy
+1,518
New +$87.2K 0.03% 231

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 $3.37T AUM 44.26% 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

Coppell Advisory Solutions's BWXT Position: Q2 2026 in Review

Coppell Advisory Solutions reduced its BWX Technologies (BWXT) stake by 53% in Q2 2026, selling an estimated $472K and leaving 2,001 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #158.

Coppell Advisory Solutions first reported a position in BWXT in Q4 2022 and has held it in 13 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Coppell Advisory Solutions held 2,001 shares of BWX Technologies worth $1.32M as of Q2 2026.
  • Coppell Advisory Solutions sold 2,266 BWX Technologies shares in Q2 2026, an estimated $472K.
  • BWX Technologies made up 0.11% of Coppell Advisory Solutions's portfolio in Q2 2026, its #158 holding.
  • Coppell Advisory Solutions first reported a position in BWX Technologies in Q4 2022 and has held it in 13 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.