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IEQ Capital’s BWX Technologies BWXT Stock Holding History

IEQ Capital’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 		$1.14M Sell
5,880
-6,162
-51% -$1.28M 0.01% 1052
2026
Q1 		$2.46M Buy
+12,042
New +$2.45M 0.01% 697
2025
Q3 		– Sell
-2,203
Closed -$317K – 1875
2025
Q2 		$317K Buy
+2,203
New +$257K ﹤0.01% 1365

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

IEQ Capital's BWXT Position: Q2 2026 in Review

IEQ Capital reduced its BWX Technologies (BWXT) stake by 51% in Q2 2026, selling an estimated $1.28M and leaving 5,880 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1052.

IEQ Capital first reported a position in BWXT in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.46M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • IEQ Capital held 5,880 shares of BWX Technologies worth $1.14M as of Q2 2026.
  • IEQ Capital sold 6,162 BWX Technologies shares in Q2 2026, an estimated $1.28M.
  • BWX Technologies made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1052 holding.
  • IEQ Capital first reported a position in BWX Technologies in Q2 2025 and has held it in 3 quarters since.
  • IEQ Capital's BWX Technologies position peaked at $2.46M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.