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LRI Investments’s BWX Technologies BWXT Stock Holding History

LRI Investments’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 		$973 Buy
+5
New +$1.04K ﹤0.01% 1381
2024
Q3 		– Sell
-66
Closed -$6.27K – 1156
2024
Q2 		$6.27K Hold
66
– – ﹤0.01% 839
2024
Q1 		$6.77K Buy
+66
New +$5.9K ﹤0.01% 570

Other funds holding BWXT

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return

LRI Investments's BWXT Position: Q2 2026 in Review

LRI Investments opened a new position in BWX Technologies (BWXT) in Q2 2026: 5 shares worth $973. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: LRI Investments previously reported a position in BWXT as recently as Q2 2024.

LRI Investments first reported a position in BWXT in Q1 2024 and has held it in 3 quarters since. The position peaked at $6.77K in Q1 2024. 136 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • LRI Investments held 5 shares of BWX Technologies worth $973 as of Q2 2026.
  • BWX Technologies was a new LRI Investments position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1381 holding.
  • LRI Investments first reported a position in BWX Technologies in Q1 2024 and has held it in 3 quarters since.
  • LRI Investments's BWX Technologies position peaked at $6.77K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.