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Empire Financial Management Company’s BWX Technologies BWXT Stock Holding History

Empire Financial Management Company’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 		$338K Sell
1,738
-40
-2% -$8.33K 0.13% 108
2026
Q1 		$364K Buy
1,778
+30
+2% +$6.09K 0.08% 176
2025
Q4 		$302K Sell
1,748
-11
-0.6% -$2.06K 0.07% 182
2025
Q3 		$324K Buy
1,759
+26
+2% +$4.18K 0.07% 175
2025
Q2 		$250K Buy
+1,733
New +$202K 0.07% 179

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 $3.38T AUM 44.17% 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

Empire Financial Management Company's BWXT Position: Q2 2026 in Review

Empire Financial Management Company reduced its BWX Technologies (BWXT) stake by 2.2% in Q2 2026, selling an estimated $8.33K and leaving 1,738 shares worth $338K. The position accounts for 0.13% of the portfolio, ranked #108.

Empire Financial Management Company first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $364K in Q1 2026. 856 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Empire Financial Management Company held 1,738 shares of BWX Technologies worth $338K as of Q2 2026.
  • Empire Financial Management Company sold 40 BWX Technologies shares in Q2 2026, an estimated $8.33K.
  • BWX Technologies made up 0.13% of Empire Financial Management Company's portfolio in Q2 2026, its #108 holding.
  • Empire Financial Management Company first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Empire Financial Management Company's BWX Technologies position peaked at $364K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.