KIA
BWXT icon

KCM Investment Advisors’s BWX Technologies BWXT Stock Holding History

KCM 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 		$348K Hold
1,787
– – 0.01% 329
2026
Q1 		$365K Hold
1,787
– – 0.01% 312
2025
Q4 		$309K Sell
1,787
-98
-5% -$18.4K 0.01% 325
2025
Q3 		$348K Buy
+1,885
New +$303K 0.01% 305

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

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

KCM Investment Advisors held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,787 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #329.

KCM Investment Advisors first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $365K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • KCM Investment Advisors held 1,787 shares of BWX Technologies worth $348K as of Q2 2026.
  • KCM Investment Advisors left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #329 holding.
  • KCM Investment Advisors first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • KCM Investment Advisors's BWX Technologies position peaked at $365K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.