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Fortitude Family Office’s BWX Technologies BWXT Stock Holding History

Fortitude Family Office’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 		$19.5K Sell
100
-5
-5% -$1.04K ﹤0.01% 531
2026
Q1 		$21.5K Buy
105
+32
+44% +$6.5K ﹤0.01% 417
2025
Q4 		$12.6K Sell
73
-2
-3% -$375 ﹤0.01% 508
2025
Q3 		$13.8K Buy
75
+6
+9% +$965 ﹤0.01% 480
2025
Q2 		$9.94K Buy
69
+18
+35% +$2.1K ﹤0.01% 552
2025
Q1 		$5.03K Hold
51
– – ﹤0.01% 725
2024
Q4 		$5.68K Hold
51
– – ﹤0.01% 798
2024
Q3 		$5.54K Hold
51
– – ﹤0.01% 756
2024
Q2 		$4.84K Hold
51
– – ﹤0.01% 601
2024
Q1 		$5.23K Hold
51
– – ﹤0.01% 586
2023
Q4 		$3.91K Buy
+51
New +$3.92K ﹤0.01% 773

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

Fortitude Family Office's BWXT Position: Q2 2026 in Review

Fortitude Family Office reduced its BWX Technologies (BWXT) stake by 4.8% in Q2 2026, selling an estimated $1.04K and leaving 100 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Fortitude Family Office first reported a position in BWXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.5K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Fortitude Family Office held 100 shares of BWX Technologies worth $19.5K as of Q2 2026.
  • Fortitude Family Office sold 5 BWX Technologies shares in Q2 2026, an estimated $1.04K.
  • BWX Technologies made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #531 holding.
  • Fortitude Family Office first reported a position in BWX Technologies in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's BWX Technologies position peaked at $21.5K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.