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Lincoln Capital’s BWX Technologies BWXT Stock Holding History

Lincoln Capital’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 		$302K Buy
2,201
+541
+33% +$88.3K 0.05% 115
2026
Q2 		$323K Buy
1,660
+2
+0.1% +$417 0.06% 112
2026
Q1 		$339K Buy
1,658
+2
+0.1% +$406 0.06% 105
2025
Q4 		$286K Buy
1,656
+2
+0.1% +$375 0.05% 112
2025
Q3 		$309K Buy
1,654
+2
+0.1% +$322 0.06% 107
2025
Q2 		$238K Sell
1,652
-471
-22% -$55K 0.05% 116
2025
Q1 		$217K Buy
2,123
+170
+9% +$18.4K 0.05% 113
2024
Q4 		$218K Buy
+1,953
New +$239K 0.05% 112

Other funds holding BWXT

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Lincoln Capital's BWXT Position: Q3 2026 in Review

Lincoln Capital increased its BWX Technologies (BWXT) stake by 33% in Q3 2026, buying an estimated $88.3K and bringing the position to 2,201 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #115.

Lincoln Capital first reported a position in BWXT in Q4 2024 and has held it in 8 quarters since. The position peaked at $339K in Q1 2026. 46 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Lincoln Capital held 2,201 shares of BWX Technologies worth $302K as of Q3 2026.
  • Lincoln Capital bought 541 BWX Technologies shares in Q3 2026, an estimated $88.3K.
  • BWX Technologies made up 0.05% of Lincoln Capital's portfolio in Q3 2026, its #115 holding.
  • Lincoln Capital first reported a position in BWX Technologies in Q4 2024 and has held it in 8 quarters since.
  • Lincoln Capital's BWX Technologies position peaked at $339K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.