Lido Advisors
BWXT icon

Lido Advisors’s BWX Technologies BWXT Stock Holding History

Lido 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 		$307K Buy
1,575
+225
+17% +$46.9K ﹤0.01% 1742
2026
Q1 		$276K Sell
1,350
-107
-7% -$21.7K ﹤0.01% 1609
2025
Q4 		$268K Buy
1,457
+24
+2% +$4.5K ﹤0.01% 1623
2025
Q3 		$264K Buy
+1,433
New +$231K ﹤0.01% 1552

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

Lido Advisors's BWXT Position: Q2 2026 in Review

Lido Advisors increased its BWX Technologies (BWXT) stake by 17% in Q2 2026, buying an estimated $46.9K and bringing the position to 1,575 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Lido Advisors first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Lido Advisors held 1,575 shares of BWX Technologies worth $307K as of Q2 2026.
  • Lido Advisors bought 225 BWX Technologies shares in Q2 2026, an estimated $46.9K.
  • BWX Technologies made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1742 holding.
  • Lido Advisors first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.