Luther King Capital Management (LKCM)
BWXT icon

Luther King Capital Management (LKCM)’s BWX Technologies BWXT Stock Holding History

Luther King Capital Management (LKCM)’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 		$50.1M Sell
257,389
-36,288
-12% -$7.56M 0.21% 88
2026
Q1 		$60.1M Buy
293,677
+45,960
+19% +$9.33M 0.26% 80
2025
Q4 		$42.8M Buy
247,717
+17,101
+7% +$3.21M 0.17% 96
2025
Q3 		$42.5M Buy
230,616
+109,257
+90% +$17.6M 0.18% 100
2025
Q2 		$17.5M Sell
121,359
-990
-0.8% -$116K 0.08% 136
2025
Q1 		$12.1M Buy
122,349
+14,669
+14% +$1.59M 0.06% 154
2024
Q4 		$12M Buy
107,680
+8,468
+9% +$1.03M 0.05% 151
2024
Q3 		$10.8M Buy
99,212
+11,618
+13% +$1.15M 0.05% 153
2024
Q2 		$8.32M Buy
87,594
+79,594
+995% +$7.38M 0.04% 166
2024
Q1 		$821K Buy
+8,000
New +$716K ﹤0.01% 419

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

Luther King Capital Management (LKCM)'s BWXT Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its BWX Technologies (BWXT) stake by 12% in Q2 2026, selling an estimated $7.56M and leaving 257,389 shares worth $50.1M. The position accounts for 0.21% of the portfolio, ranked #88.

Luther King Capital Management (LKCM) first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.1M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Luther King Capital Management (LKCM) held 257,389 shares of BWX Technologies worth $50.1M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 36,288 BWX Technologies shares in Q2 2026, an estimated $7.56M.
  • BWX Technologies made up 0.21% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #88 holding.
  • Luther King Capital Management (LKCM) first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • Luther King Capital Management (LKCM)'s BWX Technologies position peaked at $60.1M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.