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Harbor Investment Advisory’s BWX Technologies BWXT Stock Holding History

Harbor Investment Advisory’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 		$126K Buy
645
+585
+975% +$122K 0.01% 502
2026
Q1 		$12.3K Buy
+60
New +$12.2K ﹤0.01% 876
2024
Q2 		– Sell
-19
Closed -$1.95K – 1324
2024
Q1 		$1.95K Buy
+19
New +$1.7K ﹤0.01% 1120

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

Harbor Investment Advisory's BWXT Position: Q2 2026 in Review

Harbor Investment Advisory increased its BWX Technologies (BWXT) stake by 975% in Q2 2026, buying an estimated $122K and bringing the position to 645 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #502.

Harbor Investment Advisory first reported a position in BWXT in Q1 2024 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Harbor Investment Advisory held 645 shares of BWX Technologies worth $126K as of Q2 2026.
  • Harbor Investment Advisory bought 585 BWX Technologies shares in Q2 2026, an estimated $122K.
  • BWX Technologies made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #502 holding.
  • Harbor Investment Advisory first reported a position in BWX Technologies in Q1 2024 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.