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Crewe Advisors’s BWX Technologies BWXT Stock Holding History

Crewe 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 		$9.54K Hold
49
– – ﹤0.01% 765
2026
Q1 		$10K Buy
+49
New +$9.95K ﹤0.01% 648
2024
Q2 		– Sell
-41
Closed -$4.21K – 952
2024
Q1 		$4.21K Buy
+41
New +$3.67K ﹤0.01% 761
2023
Q2 		– Sell
-328
Closed -$20.7K – 893
2023
Q1 		$20.7K Sell
328
-31
-9% -$1.87K ﹤0.01% 424
2022
Q4 		$20.9K Sell
359
-27
-7% -$1.55K ﹤0.01% 410
2022
Q3 		$19K Buy
386
+27
+8% +$1.46K ﹤0.01% 468
2022
Q2 		$20K Buy
+359
New +$18.7K ﹤0.01% 415
2020
Q1 		– Sell
-51
Closed -$3K – 188
2019
Q4 		$3K Buy
+51
New +$3.03K ﹤0.01% 212

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

Crewe Advisors's BWXT Position: Q2 2026 in Review

Crewe Advisors held its BWX Technologies (BWXT) position steady in Q2 2026 at 49 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Crewe Advisors first reported a position in BWXT in Q4 2019 and has held it in 8 quarters since. The position peaked at $20.9K in Q4 2022. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Crewe Advisors held 49 shares of BWX Technologies worth $9.54K as of Q2 2026.
  • Crewe Advisors left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #765 holding.
  • Crewe Advisors first reported a position in BWX Technologies in Q4 2019 and has held it in 8 quarters since.
  • Crewe Advisors's BWX Technologies position peaked at $20.9K in Q4 2022.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.