LBP AM’s BWX Technologies BWXT Stock Holding History

LBP AM’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	$16M	Buy	82,164 +3,594	+5%	+$749K	0.16%	125
2026 Q1	$16.1M	Buy	+78,570	New	+$16M	0.22%	93

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

LBP AM's BWXT Position: Q2 2026 in Review

LBP AM increased its BWX Technologies (BWXT) stake by 4.6% in Q2 2026, buying an estimated $749K and bringing the position to 82,164 shares worth $16M. The position accounts for 0.16% of the portfolio, ranked #125.

LBP AM first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.1M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

LBP AM held 82,164 shares of BWX Technologies worth $16M as of Q2 2026.
LBP AM bought 3,594 BWX Technologies shares in Q2 2026, an estimated $749K.
BWX Technologies made up 0.16% of LBP AM's portfolio in Q2 2026, its #125 holding.
LBP AM first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
LBP AM's BWX Technologies position peaked at $16.1M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.