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Essex Financial Services’s BWX Technologies BWXT Stock Holding History

Essex Financial Services’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 		$277K Buy
1,422
+33
+2% +$6.87K 0.01% 678
2026
Q1 		$284K Sell
1,389
-191
-12% -$38.8K 0.02% 633
2025
Q4 		$273K Buy
1,580
+188
+14% +$35.3K 0.02% 638
2025
Q3 		$257K Sell
1,392
-265
-16% -$42.6K 0.02% 617
2025
Q2 		$239K Buy
+1,657
New +$194K 0.02% 611

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

Essex Financial Services's BWXT Position: Q2 2026 in Review

Essex Financial Services increased its BWX Technologies (BWXT) stake by 2.4% in Q2 2026, buying an estimated $6.87K and bringing the position to 1,422 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #678.

Essex Financial Services first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Essex Financial Services held 1,422 shares of BWX Technologies worth $277K as of Q2 2026.
  • Essex Financial Services bought 33 BWX Technologies shares in Q2 2026, an estimated $6.87K.
  • BWX Technologies made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #678 holding.
  • Essex Financial Services first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Essex Financial Services's BWX Technologies position peaked at $284K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.