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CoreCap Advisors’s BWX Technologies BWXT Stock Holding History

CoreCap 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 		$346K Sell
1,777
-23
-1% -$4.79K 0.01% 666
2026
Q1 		$368K Buy
1,800
+246
+16% +$50K 0.01% 590
2025
Q4 		$269K Buy
1,554
+345
+29% +$64.7K 0.01% 690
2025
Q3 		$223K Buy
1,209
+356
+42% +$57.3K 0.01% 769
2025
Q2 		$123K Sell
853
-24
-3% -$2.8K ﹤0.01% 911
2025
Q1 		$86.5K Hold
877
– – ﹤0.01% 956
2024
Q4 		$97.7K Buy
877
+603
+220% +$73.7K ﹤0.01% 934
2024
Q3 		$29.8K Hold
274
– – ﹤0.01% 1403
2024
Q2 		$26K Hold
274
– – ﹤0.01% 819
2024
Q1 		$28.1K Buy
+274
New +$24.5K ﹤0.01% 1334

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

CoreCap Advisors's BWXT Position: Q2 2026 in Review

CoreCap Advisors reduced its BWX Technologies (BWXT) stake by 1.3% in Q2 2026, selling an estimated $4.79K and leaving 1,777 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #666.

CoreCap Advisors first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $368K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • CoreCap Advisors held 1,777 shares of BWX Technologies worth $346K as of Q2 2026.
  • CoreCap Advisors sold 23 BWX Technologies shares in Q2 2026, an estimated $4.79K.
  • BWX Technologies made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #666 holding.
  • CoreCap Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's BWX Technologies position peaked at $368K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.