FM
BWXT icon

Family Management’s BWX Technologies BWXT Stock Holding History

Family 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 		$216K Buy
+1,109
New +$231K 0.02% 262

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

Family Management's BWXT Position: Q2 2026 in Review

Family Management opened a new position in BWX Technologies (BWXT) in Q2 2026: 1,109 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Family Management held 1,109 shares of BWX Technologies worth $216K as of Q2 2026.
  • BWX Technologies was a new Family Management position in Q2 2026.
  • BWX Technologies made up 0.02% of Family Management's portfolio in Q2 2026, its #262 holding.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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