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Goelzer Investment Management’s BWX Technologies BWXT Stock Holding History

Goelzer Investment 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 		$686K Sell
3,526
-350
-9% -$72.9K 0.03% 210
2026
Q1 		$793K Hold
3,876
– – 0.04% 185
2025
Q4 		$670K Buy
+3,876
New +$727K 0.03% 192

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

Goelzer Investment Management's BWXT Position: Q2 2026 in Review

Goelzer Investment Management reduced its BWX Technologies (BWXT) stake by 9% in Q2 2026, selling an estimated $72.9K and leaving 3,526 shares worth $686K. The position accounts for 0.03% of the portfolio, ranked #210.

Goelzer Investment Management first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $793K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Goelzer Investment Management held 3,526 shares of BWX Technologies worth $686K as of Q2 2026.
  • Goelzer Investment Management sold 350 BWX Technologies shares in Q2 2026, an estimated $72.9K.
  • BWX Technologies made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #210 holding.
  • Goelzer Investment Management first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Goelzer Investment Management's BWX Technologies position peaked at $793K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.