FMI
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F/M Investments’s BWX Technologies BWXT Stock Holding History

F/M Investments’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 0.03% 255
2026
Q1 		$498K Buy
2,435
+513
+27% +$104K 0.03% 232
2025
Q4 		$332K Buy
+1,922
New +$361K 0.01% 370

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

F/M Investments's BWXT Position: Q2 2026 in Review

F/M Investments 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 0.03% of the portfolio, ranked #255.

F/M Investments first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • F/M Investments held 2,651 shares of BWX Technologies worth $516K as of Q2 2026.
  • F/M Investments bought 216 BWX Technologies shares in Q2 2026, an estimated $45K.
  • BWX Technologies made up 0.03% of F/M Investments's portfolio in Q2 2026, its #255 holding.
  • F/M Investments first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.