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 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

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

Legacy Advisors's BWXT Position: Q2 2026 in Review

Legacy Advisors increased its BWX Technologies (BWXT) stake by 28% in Q2 2026, buying an estimated $60.6K and bringing the position to 1,330 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #279.

Legacy Advisors first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Legacy Advisors held 1,330 shares of BWX Technologies worth $259K as of Q2 2026.
Legacy Advisors bought 291 BWX Technologies shares in Q2 2026, an estimated $60.6K.
BWX Technologies made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #279 holding.
Legacy Advisors first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.