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Evergreen Capital Management’s BWX Technologies BWXT Stock Holding History

Evergreen 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 		$398K Sell
2,045
-1,146
-36% -$239K 0.01% 1040
2026
Q1 		$653K Buy
3,191
+1,579
+98% +$321K 0.01% 644
2025
Q4 		$279K Sell
1,612
-886
-35% -$166K 0.01% 1089
2025
Q3 		$461K Buy
2,498
+1,039
+71% +$167K 0.01% 706
2025
Q2 		$210K Buy
+1,459
New +$170K 0.01% 1007
2025
Q1 		– Sell
-2,321
Closed -$259K – 1105
2024
Q4 		$259K Buy
+2,321
New +$284K 0.01% 817

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 $3.37T AUM 44.26% 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

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

Evergreen Capital Management reduced its BWX Technologies (BWXT) stake by 36% in Q2 2026, selling an estimated $239K and leaving 2,045 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1040.

Evergreen Capital Management first reported a position in BWXT in Q4 2024 and has held it in 6 quarters since. The position peaked at $653K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Evergreen Capital Management held 2,045 shares of BWX Technologies worth $398K as of Q2 2026.
  • Evergreen Capital Management sold 1,146 BWX Technologies shares in Q2 2026, an estimated $239K.
  • BWX Technologies made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1040 holding.
  • Evergreen Capital Management first reported a position in BWX Technologies in Q4 2024 and has held it in 6 quarters since.
  • Evergreen Capital Management's BWX Technologies position peaked at $653K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.