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Klein Pavlis & Peasley Financial’s BWX Technologies BWXT Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.01M Buy
5,173
+487
+10% +$101K 0.52% 63
2026
Q1 		$958K Buy
4,686
+154
+3% +$31.3K 0.53% 60
2025
Q4 		$783K Sell
4,532
-4,286
-49% -$804K 0.46% 64
2025
Q3 		$1.63M Sell
8,818
-735
-8% -$118K 1% 33
2025
Q2 		$1.38M Sell
9,553
-301
-3% -$35.2K 0.92% 39
2025
Q1 		$990K Buy
9,854
+750
+8% +$81.4K 0.71% 47
2024
Q4 		$1.01M Sell
9,104
-99
-1% -$12.1K 0.82% 47
2024
Q3 		$1M Buy
9,203
+72
+0.8% +$7.15K 0.8% 49
2024
Q2 		$867K Buy
9,131
+578
+7% +$53.6K 0.77% 50
2024
Q1 		$878K Sell
8,553
-1,298
-13% -$116K 0.79% 45
2023
Q4 		$756K Buy
+9,851
New +$757K 0.7% 55

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

Klein Pavlis & Peasley Financial's BWXT Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its BWX Technologies (BWXT) stake by 10% in Q2 2026, buying an estimated $101K and bringing the position to 5,173 shares worth $1.01M. The position accounts for 0.52% of the portfolio, ranked #63.

Klein Pavlis & Peasley Financial first reported a position in BWXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 5,173 shares of BWX Technologies worth $1.01M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 487 BWX Technologies shares in Q2 2026, an estimated $101K.
  • BWX Technologies made up 0.52% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #63 holding.
  • Klein Pavlis & Peasley Financial first reported a position in BWX Technologies in Q4 2023 and has held it in 11 quarters since.
  • Klein Pavlis & Peasley Financial's BWX Technologies position peaked at $1.63M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.