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Covestor’s BWX Technologies BWXT Stock Holding History

Covestor’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 		$8K Sell
41
-36
-47% -$7.5K ﹤0.01% 1714
2026
Q1 		$16K Sell
77
-109
-59% -$22.1K 0.01% 1192
2025
Q4 		$33K Sell
186
-17
-8% -$3.19K 0.02% 1056
2025
Q3 		$37K Sell
203
-3,243
-94% -$522K 0.02% 1041
2025
Q2 		$496K Buy
3,446
+3,219
+1,418% +$376K 0.29% 33
2025
Q1 		$23K Buy
227
+97
+75% +$10.5K 0.02% 1146
2024
Q4 		$15K Sell
130
-105
-45% -$12.8K 0.01% 1310
2024
Q3 		$26K Sell
235
-8
-3% -$795 0.02% 1115
2024
Q2 		$24K Sell
243
-1,125
-82% -$104K 0.02% 1132
2024
Q1 		$140K Buy
1,368
+36
+3% +$3.22K 0.09% 311
2023
Q4 		$102K Sell
1,332
-64
-5% -$4.92K 0.07% 482
2023
Q3 		$105K Sell
1,396
-2
-0.1% -$145 0.08% 389
2023
Q2 		$100K Sell
1,398
-1,103
-44% -$72.1K 0.08% 437
2023
Q1 		$158K Buy
2,501
+589
+31% +$35.5K 0.14% 181
2022
Q4 		$111K Hold
1,912
– – 0.09% 336
2022
Q3 		$97K Sell
1,912
-371
-16% -$20K 0.09% 366
2022
Q2 		$126K Sell
2,283
-756
-25% -$39.3K 0.1% 286
2022
Q1 		$164K Buy
3,039
+1,905
+168% +$93.7K 0.11% 230
2021
Q4 		$54K Buy
+1,134
New +$59.3K 0.08% 488

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

Covestor's BWXT Position: Q2 2026 in Review

Covestor reduced its BWX Technologies (BWXT) stake by 47% in Q2 2026, selling an estimated $7.5K and leaving 41 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Covestor first reported a position in BWXT in Q4 2021 and has held it in 19 quarters since. The position peaked at $496K in Q2 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Covestor held 41 shares of BWX Technologies worth $8K as of Q2 2026.
  • Covestor sold 36 BWX Technologies shares in Q2 2026, an estimated $7.5K.
  • BWX Technologies made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1714 holding.
  • Covestor first reported a position in BWX Technologies in Q4 2021 and has held it in 19 quarters since.
  • Covestor's BWX Technologies position peaked at $496K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.