MCM
BWXT icon

MAI Capital Management’s BWX Technologies BWXT Stock Holding History

MAI Capital Management’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 		$1.85M Buy
9,506
+5,550
+140% +$1.16M 0.01% 728
2026
Q1 		$809K Buy
3,956
+763
+24% +$155K ﹤0.01% 843
2025
Q4 		$552K Buy
3,193
+304
+11% +$57K ﹤0.01% 928
2025
Q3 		$533K Buy
2,889
+27
+0.9% +$4.34K ﹤0.01% 894
2025
Q2 		$412K Buy
2,862
+146
+5% +$17.1K ﹤0.01% 913
2025
Q1 		$268K Sell
2,716
-15
-0.5% -$1.63K ﹤0.01% 1012
2024
Q4 		$304K Buy
2,731
+29
+1% +$3.54K ﹤0.01% 987
2024
Q3 		$294K Sell
2,702
-177
-6% -$17.6K ﹤0.01% 888
2024
Q2 		$274K Sell
2,879
-240
-8% -$22.3K ﹤0.01% 1017
2024
Q1 		$320K Sell
3,119
-203
-6% -$18.2K ﹤0.01% 957
2023
Q4 		$255K Sell
3,322
-466
-12% -$35.8K ﹤0.01% 927
2023
Q3 		$284K Buy
3,788
+1
+0% +$72 ﹤0.01% 839
2023
Q2 		$271K Sell
3,787
-150
-4% -$9.8K ﹤0.01% 852
2023
Q1 		$248K Buy
+3,937
New +$237K ﹤0.01% 872

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

MAI Capital Management's BWXT Position: Q2 2026 in Review

MAI Capital Management increased its BWX Technologies (BWXT) stake by 140% in Q2 2026, buying an estimated $1.16M and bringing the position to 9,506 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #728.

MAI Capital Management first reported a position in BWXT in Q1 2023 and has held it in 14 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • MAI Capital Management held 9,506 shares of BWX Technologies worth $1.85M as of Q2 2026.
  • MAI Capital Management bought 5,550 BWX Technologies shares in Q2 2026, an estimated $1.16M.
  • BWX Technologies made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #728 holding.
  • MAI Capital Management first reported a position in BWX Technologies in Q1 2023 and has held it in 14 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.