Laffer Tengler Investments’s BWX Technologies BWXT Stock Holding History

Laffer Tengler Investments’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	$521K	Buy	2,676 +143	+6%	+$29.8K	0.07%	134
2026 Q1	$518K	Buy	2,533 +837	+49%	+$170K	0.08%	131
2025 Q4	$293K	Buy	+1,696	New	+$318K	0.04%	152
2024 Q3	–	Sell	-35	Closed	-$3.31K	–	203
2024 Q2	$3.31K	Buy	35 +12	+52%	+$1.11K	﹤0.01%	352
2024 Q1	$2.33K	Buy	+23	New	+$2.06K	﹤0.01%	371
2022 Q4	–	Sell	-20	Closed	-$1.02K	–	426
2022 Q3	$1.02K	Hold	20	–	–	﹤0.01%	391
2022 Q2	$1.11K	Hold	20	–	–	﹤0.01%	352
2022 Q1	$1.09K	Hold	20	–	–	﹤0.01%	384
2021 Q4	$961	Hold	20	–	–	﹤0.01%	358
2021 Q3	$1.08K	Buy	+20	New	+$1.13K	﹤0.01%	458
2013 Q3	–	Hold	0	–	–	–	238

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laffer Tengler Investments's BWXT Position: Q2 2026 in Review

Laffer Tengler Investments increased its BWX Technologies (BWXT) stake by 5.6% in Q2 2026, buying an estimated $29.8K and bringing the position to 2,676 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #134.

Laffer Tengler Investments first reported a position in BWXT in Q3 2021 and has held it in 10 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Laffer Tengler Investments held 2,676 shares of BWX Technologies worth $521K as of Q2 2026.
Laffer Tengler Investments bought 143 BWX Technologies shares in Q2 2026, an estimated $29.8K.
BWX Technologies made up 0.07% of Laffer Tengler Investments's portfolio in Q2 2026, its #134 holding.
Laffer Tengler Investments first reported a position in BWX Technologies in Q3 2021 and has held it in 10 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.