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Mattson Financial Services’s BWX Technologies BWXT Stock Holding History

Mattson Financial Services’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 		$232K Buy
1,337
+9
+0.7% +$1.87K 0.05% 222
2026
Q1 		$272K Buy
+1,328
New +$270K 0.06% 197

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

Mattson Financial Services's BWXT Position: Q2 2026 in Review

Mattson Financial Services increased its BWX Technologies (BWXT) stake by 0.68% in Q2 2026, buying an estimated $1.87K and bringing the position to 1,337 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #222.

Mattson Financial Services first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $272K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Mattson Financial Services held 1,337 shares of BWX Technologies worth $232K as of Q2 2026.
  • Mattson Financial Services bought 9 BWX Technologies shares in Q2 2026, an estimated $1.87K.
  • BWX Technologies made up 0.05% of Mattson Financial Services's portfolio in Q2 2026, its #222 holding.
  • Mattson Financial Services first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • Mattson Financial Services's BWX Technologies position peaked at $272K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.