HA
BWXT icon

Herold Advisors’s BWX Technologies BWXT Stock Holding History

Herold Advisors’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 		$723K Buy
3,721
+633
+20% +$132K 0.14% 149
2026
Q1 		$631K Buy
+3,088
New +$627K 0.14% 153
2022
Q2 		– Sell
-885
Closed -$47.7K – 254
2022
Q1 		$47.7K Buy
+885
New +$43.5K 0.02% 389
2021
Q4 		– Sell
-885
Closed -$47K – 258
2021
Q3 		$47K Buy
+885
New +$49.9K 0.02% 384

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

Herold Advisors's BWXT Position: Q2 2026 in Review

Herold Advisors increased its BWX Technologies (BWXT) stake by 20% in Q2 2026, buying an estimated $132K and bringing the position to 3,721 shares worth $723K. The position accounts for 0.14% of the portfolio, ranked #149.

Herold Advisors first reported a position in BWXT in Q3 2021 and has held it in 4 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Herold Advisors held 3,721 shares of BWX Technologies worth $723K as of Q2 2026.
  • Herold Advisors bought 633 BWX Technologies shares in Q2 2026, an estimated $132K.
  • BWX Technologies made up 0.14% of Herold Advisors's portfolio in Q2 2026, its #149 holding.
  • Herold Advisors first reported a position in BWX Technologies in Q3 2021 and has held it in 4 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.