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Harvest Fund Management’s BWX Technologies BWXT Stock Holding History

Harvest Fund 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 		$421K Sell
2,164
-110
-5% -$22.9K 0.01% 220
2026
Q1 		$465K Buy
2,274
+749
+49% +$152K 0.02% 211
2025
Q4 		$264K Buy
1,525
+986
+183% +$185K 0.01% 331
2025
Q3 		$99K Hold
539
– – ﹤0.01% 389
2025
Q2 		$78K Buy
+539
New +$63K ﹤0.01% 397
2025
Q1 		– Sell
-1,041
Closed -$116K – 689
2024
Q4 		$116K Buy
+1,041
New +$127K 0.01% 538
2024
Q2 		– Sell
-1,728
Closed -$177K – 643
2024
Q1 		$177K Buy
1,728
+905
+110% +$81K 0.02% 342
2023
Q4 		$63K Hold
823
– – 0.01% 390
2023
Q3 		$62K Buy
+823
New +$59.5K 0.01% 376
2021
Q2 		– Sell
-240
Closed -$15K – 777
2021
Q1 		$15K Buy
+240
New +$14.4K ﹤0.01% 668
2020
Q3 		– Sell
-2,880
Closed -$162K – 536
2020
Q2 		$162K Buy
2,880
+1,104
+62% +$61.7K 0.02% 170
2020
Q1 		$86K Buy
1,776
+1,385
+354% +$82.3K 0.01% 231
2019
Q4 		$25K Hold
391
– – ﹤0.01% 357
2019
Q3 		$22K Buy
+391
New +$21.8K ﹤0.01% 348

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

Harvest Fund Management's BWXT Position: Q2 2026 in Review

Harvest Fund Management reduced its BWX Technologies (BWXT) stake by 4.8% in Q2 2026, selling an estimated $22.9K and leaving 2,164 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #220.

Harvest Fund Management first reported a position in BWXT in Q3 2019 and has held it in 14 quarters since. The position peaked at $465K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Harvest Fund Management held 2,164 shares of BWX Technologies worth $421K as of Q2 2026.
  • Harvest Fund Management sold 110 BWX Technologies shares in Q2 2026, an estimated $22.9K.
  • BWX Technologies made up 0.01% of Harvest Fund Management's portfolio in Q2 2026, its #220 holding.
  • Harvest Fund Management first reported a position in BWX Technologies in Q3 2019 and has held it in 14 quarters since.
  • Harvest Fund Management's BWX Technologies position peaked at $465K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.