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HFM Investment Advisors’s BWX Technologies BWXT Stock Holding History

HFM Investment 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 		$1.75K Buy
9
+5
+125% +$1.04K ﹤0.01% 511
2026
Q1 		$818 Hold
4
– – ﹤0.01% 483
2025
Q4 		$692 Sell
4
-1
-20% -$188 ﹤0.01% 586
2025
Q3 		$922 Buy
5
+1
+25% +$161 ﹤0.01% 413
2025
Q2 		$576 Buy
4
+2
+100% +$234 ﹤0.01% 601
2025
Q1 		$198 Buy
+2
New +$217 ﹤0.01% 631

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

HFM Investment Advisors's BWXT Position: Q2 2026 in Review

HFM Investment Advisors increased its BWX Technologies (BWXT) stake by 125% in Q2 2026, buying an estimated $1.04K and bringing the position to 9 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

HFM Investment Advisors first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • HFM Investment Advisors held 9 shares of BWX Technologies worth $1.75K as of Q2 2026.
  • HFM Investment Advisors bought 5 BWX Technologies shares in Q2 2026, an estimated $1.04K.
  • BWX Technologies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #511 holding.
  • HFM Investment Advisors first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.