Legacy Advisors
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Legacy Advisors’s BWX Technologies BWXT Stock Holding History

Legacy 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
Q3 		$210K Buy
1,530
+200
+15% +$32.7K 0.02% 299
2026
Q2 		$259K Buy
1,330
+291
+28% +$60.6K 0.02% 279
2026
Q1 		$212K Buy
+1,039
New +$211K 0.03% 259

Other funds holding BWXT

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Legacy Advisors's BWXT Position: Q3 2026 in Review

Legacy Advisors increased its BWX Technologies (BWXT) stake by 15% in Q3 2026, buying an estimated $32.7K and bringing the position to 1,530 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #299.

Legacy Advisors first reported a position in BWXT in Q1 2026 and has held it in 3 quarters since. The position peaked at $259K in Q2 2026. 149 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Legacy Advisors held 1,530 shares of BWX Technologies worth $210K as of Q3 2026.
  • Legacy Advisors bought 200 BWX Technologies shares in Q3 2026, an estimated $32.7K.
  • BWX Technologies made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #299 holding.
  • Legacy Advisors first reported a position in BWX Technologies in Q1 2026 and has held it in 3 quarters since.
  • Legacy Advisors's BWX Technologies position peaked at $259K in Q2 2026.
  • 149 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.