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J.M. Forbes & Co’s BWX Technologies BWXT Stock Holding History

J.M. Forbes & Co’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 		$206K Hold
1,060
– – 0.02% 158
2026
Q1 		$217K Buy
+1,060
New +$215K 0.02% 146

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

J.M. Forbes & Co's BWXT Position: Q2 2026 in Review

J.M. Forbes & Co held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,060 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #158.

J.M. Forbes & Co first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $217K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • J.M. Forbes & Co held 1,060 shares of BWX Technologies worth $206K as of Q2 2026.
  • J.M. Forbes & Co left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #158 holding.
  • J.M. Forbes & Co first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • J.M. Forbes & Co's BWX Technologies position peaked at $217K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.