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L & S Advisors’s BWX Technologies BWXT Stock Holding History

L & S 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 		$2.09M Sell
10,714
-4,610
-30% -$960K 0.22% 124
2026
Q1 		$3.13M Sell
15,324
-8,120
-35% -$1.65M 0.39% 75
2025
Q4 		$4.05M Sell
23,444
-3,350
-13% -$628K 0.37% 82
2025
Q3 		$4.94M Sell
26,794
-2,103
-7% -$338K 0.47% 58
2025
Q2 		$4.16M Buy
28,897
+1,080
+4% +$126K 0.41% 69
2025
Q1 		$2.74M Buy
27,817
+1,098
+4% +$119K 0.34% 86
2024
Q4 		$2.98M Sell
26,719
-2,020
-7% -$247K 0.33% 84
2024
Q3 		$3.12M Sell
28,739
-930
-3% -$92.4K 0.33% 90
2024
Q2 		$2.82M Buy
29,669
+5,522
+23% +$512K 0.32% 80
2024
Q1 		$2.48M Sell
24,147
-6,285
-21% -$562K 0.28% 105
2023
Q4 		$2.34M Buy
30,432
+2,847
+10% +$219K 0.28% 104
2023
Q3 		$2.07M Sell
27,585
-2,248
-8% -$162K 0.3% 94
2023
Q2 		$2.14M Buy
29,833
+6,783
+29% +$443K 0.28% 98
2023
Q1 		$1.45M Buy
+23,050
New +$1.39M 0.2% 118

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

L & S Advisors's BWXT Position: Q2 2026 in Review

L & S Advisors reduced its BWX Technologies (BWXT) stake by 30% in Q2 2026, selling an estimated $960K and leaving 10,714 shares worth $2.09M. The position accounts for 0.22% of the portfolio, ranked #124.

L & S Advisors first reported a position in BWXT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.94M in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • L & S Advisors held 10,714 shares of BWX Technologies worth $2.09M as of Q2 2026.
  • L & S Advisors sold 4,610 BWX Technologies shares in Q2 2026, an estimated $960K.
  • BWX Technologies made up 0.22% of L & S Advisors's portfolio in Q2 2026, its #124 holding.
  • L & S Advisors first reported a position in BWX Technologies in Q1 2023 and has held it in 14 quarters since.
  • L & S Advisors's BWX Technologies position peaked at $4.94M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.