CoreCap Advisors
BWXT icon

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
Q3 		$261K Buy
1,903
+126
+7% +$20.6K 0.01% 760
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

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CoreCap Advisors's BWXT Position: Q3 2026 in Review

CoreCap Advisors increased its BWX Technologies (BWXT) stake by 7.1% in Q3 2026, buying an estimated $20.6K and bringing the position to 1,903 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #760.

CoreCap Advisors first reported a position in BWXT in Q1 2024 and has held it in 11 quarters since. The position peaked at $368K in Q1 2026. 130 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • CoreCap Advisors held 1,903 shares of BWX Technologies worth $261K as of Q3 2026.
  • CoreCap Advisors bought 126 BWX Technologies shares in Q3 2026, an estimated $20.6K.
  • BWX Technologies made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #760 holding.
  • CoreCap Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's BWX Technologies position peaked at $368K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.