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Mitchell McLeod Pugh & Williams’s BWX Technologies BWXT Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$210K Hold
1,078
– – 0.03% 296
2026
Q1 		$220K Hold
1,078
– – 0.03% 275
2025
Q4 		$213K Hold
1,078
– – 0.03% 279
2025
Q3 		$224K Buy
+1,078
New +$173K 0.04% 263

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 $3.38T AUM 44.17% 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

Mitchell McLeod Pugh & Williams's BWXT Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,078 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #296.

Mitchell McLeod Pugh & Williams first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q3 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 1,078 shares of BWX Technologies worth $210K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.03% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #296 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • Mitchell McLeod Pugh & Williams's BWX Technologies position peaked at $224K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.