Edgestream Partners
BWXT icon

Edgestream Partners’s BWX Technologies BWXT Stock Holding History

Edgestream Partners’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 		$499K Buy
+3,642
New +$595K 0.01% 747
2025
Q2 		– Sell
-66,521
Closed -$6.56M – 862
2025
Q1 		$6.56M Buy
+66,521
New +$7.22M 0.22% 152
2022
Q1 		– Sell
-37,291
Closed -$1.78M – 533
2021
Q4 		$1.78M Buy
+37,291
New +$1.95M 0.11% 245

Other funds holding BWXT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Edgestream Partners's BWXT Position: Q3 2026 in Review

Edgestream Partners opened a new position in BWX Technologies (BWXT) in Q3 2026: 3,642 shares worth $499K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in BWXT as recently as Q1 2025.

Edgestream Partners first reported a position in BWXT in Q4 2021 and has held it in 3 quarters since. The position peaked at $6.56M in Q1 2025. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Edgestream Partners held 3,642 shares of BWX Technologies worth $499K as of Q3 2026.
  • BWX Technologies was a new Edgestream Partners position in Q3 2026.
  • BWX Technologies made up 0.01% of Edgestream Partners's portfolio in Q3 2026, its #747 holding.
  • Edgestream Partners first reported a position in BWX Technologies in Q4 2021 and has held it in 3 quarters since.
  • Edgestream Partners's BWX Technologies position peaked at $6.56M in Q1 2025.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.