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Jamison Private Wealth Management’s BWX Technologies BWXT Stock Holding History

Jamison Private Wealth Management’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 		$386K Buy
1,985
+973
+96% +$203K 0.04% 184
2026
Q1 		$207K Buy
+1,012
New +$206K 0.03% 209

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

Jamison Private Wealth Management's BWXT Position: Q2 2026 in Review

Jamison Private Wealth Management increased its BWX Technologies (BWXT) stake by 96% in Q2 2026, buying an estimated $203K and bringing the position to 1,985 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #184.

Jamison Private Wealth Management first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Jamison Private Wealth Management held 1,985 shares of BWX Technologies worth $386K as of Q2 2026.
  • Jamison Private Wealth Management bought 973 BWX Technologies shares in Q2 2026, an estimated $203K.
  • BWX Technologies made up 0.04% of Jamison Private Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Jamison Private Wealth Management first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.