Emerald Mutual Fund Advisers Trust’s BWX Technologies BWXT Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$516K	Buy	2,651 +216	+9%	+$45K	0.02%	171
2026 Q1	$498K	Buy	2,435 +513	+27%	+$104K	0.02%	161
2025 Q4	$332K	Buy	1,922 +1,393	+263%	+$261K	0.02%	170
2025 Q3	$97.5K	Buy	529 +25	+5%	+$4.02K	0.01%	209
2025 Q2	$72.6K	Buy	+504	New	+$58.9K	﹤0.01%	207
2020 Q3	–	Sell	-110,804	Closed	-$6.28M	–	322
2020 Q2	$6.28M	Buy	+110,804	New	+$6.19M	0.3%	103

Other funds holding BWXT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's BWXT Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust increased its BWX Technologies (BWXT) stake by 8.9% in Q2 2026, buying an estimated $45K and bringing the position to 2,651 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #171.

Emerald Mutual Fund Advisers Trust first reported a position in BWXT in Q2 2020 and has held it in 6 quarters since. The position peaked at $6.28M in Q2 2020. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 2,651 shares of BWX Technologies worth $516K as of Q2 2026.
Emerald Mutual Fund Advisers Trust bought 216 BWX Technologies shares in Q2 2026, an estimated $45K.
BWX Technologies made up 0.02% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #171 holding.
Emerald Mutual Fund Advisers Trust first reported a position in BWX Technologies in Q2 2020 and has held it in 6 quarters since.
Emerald Mutual Fund Advisers Trust's BWX Technologies position peaked at $6.28M in Q2 2020.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.