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J.W. Cole Advisors’s BWX Technologies BWXT Stock Holding History

J.W. Cole 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 		$374K Sell
1,923
-26
-1% -$5.42K 0.01% 1156
2026
Q1 		$399K Sell
1,949
-148
-7% -$30.1K 0.01% 552
2025
Q4 		$317K Sell
2,097
-1,283
-38% -$241K 0.01% 1078
2025
Q3 		$623K Buy
+3,380
New +$544K 0.01% 911

Other funds holding BWXT

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

J.W. Cole Advisors's BWXT Position: Q2 2026 in Review

J.W. Cole Advisors reduced its BWX Technologies (BWXT) stake by 1.3% in Q2 2026, selling an estimated $5.42K and leaving 1,923 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1156.

J.W. Cole Advisors first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $623K in Q3 2025. 304 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • J.W. Cole Advisors held 1,923 shares of BWX Technologies worth $374K as of Q2 2026.
  • J.W. Cole Advisors sold 26 BWX Technologies shares in Q2 2026, an estimated $5.42K.
  • BWX Technologies made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1156 holding.
  • J.W. Cole Advisors first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's BWX Technologies position peaked at $623K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.