FFO
BWXT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fortitude Family Office's BWXT Position: Q1 2026 in Review

Fortitude Family Office increased its BWX Technologies (BWXT) stake by 44% in Q1 2026, buying an estimated $6.5K and bringing the position to 105 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Fortitude Family Office first reported a position in BWXT in Q4 2023 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Fortitude Family Office held 105 shares of BWX Technologies worth $21.5K as of Q1 2026.
  • Fortitude Family Office bought 32 BWX Technologies shares in Q1 2026, an estimated $6.5K.
  • BWX Technologies made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #417 holding.
  • Fortitude Family Office first reported a position in BWX Technologies in Q4 2023 and has held it in 10 quarters since.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.