FAM
BWXT icon

Fulcrum Asset Management’s BWX Technologies BWXT Stock Holding History

Fulcrum Asset 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 		$1.96M Buy
+10,334
New +$2.15M 0.2% 137

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

Fulcrum Asset Management's BWXT Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in BWX Technologies (BWXT) in Q2 2026: 10,334 shares worth $1.96M. The stake represents 0.2% of the portfolio and ranks #137 among its holdings.

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

  • Fulcrum Asset Management held 10,334 shares of BWX Technologies worth $1.96M as of Q2 2026.
  • BWX Technologies was a new Fulcrum Asset Management position in Q2 2026.
  • BWX Technologies made up 0.2% of Fulcrum Asset Management's portfolio in Q2 2026, its #137 holding.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.