Donaldson Capital Management’s BWX Technologies BWXT Stock Holding History

Donaldson Capital Management’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	$271K	Buy	+1,394	New	+$290K	0.01%	272

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Donaldson Capital Management's BWXT Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in BWX Technologies (BWXT) in Q2 2026: 1,394 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

450 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Donaldson Capital Management held 1,394 shares of BWX Technologies worth $271K as of Q2 2026.
BWX Technologies was a new Donaldson Capital Management position in Q2 2026.
BWX Technologies made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #272 holding.
450 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.