Mackenzie Financial
BWXT icon

Mackenzie Financial’s BWX Technologies BWXT Stock Holding History

Mackenzie Financial’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 		$1.44M Buy
7,382
+32
+0.4% +$6.67K ﹤0.01% 1122
2026
Q1 		$1.5M Buy
+7,350
New +$1.49M ﹤0.01% 997
2025
Q4 		– Sell
-2,222
Closed -$410K – 1693
2025
Q3 		$410K Sell
2,222
-2,557
-54% -$411K ﹤0.01% 1299
2025
Q2 		$688K Sell
4,779
-185
-4% -$21.6K ﹤0.01% 1117
2025
Q1 		$490K Buy
4,964
+1,488
+43% +$161K ﹤0.01% 1203
2024
Q4 		$387K Buy
+3,476
New +$425K ﹤0.01% 1277

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

Mackenzie Financial's BWXT Position: Q2 2026 in Review

Mackenzie Financial increased its BWX Technologies (BWXT) stake by 0.44% in Q2 2026, buying an estimated $6.67K and bringing the position to 7,382 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Mackenzie Financial first reported a position in BWXT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Mackenzie Financial held 7,382 shares of BWX Technologies worth $1.44M as of Q2 2026.
  • Mackenzie Financial bought 32 BWX Technologies shares in Q2 2026, an estimated $6.67K.
  • BWX Technologies made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1122 holding.
  • Mackenzie Financial first reported a position in BWX Technologies in Q4 2024 and has held it in 6 quarters since.
  • Mackenzie Financial's BWX Technologies position peaked at $1.5M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.