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Morse Asset Management’s BWX Technologies BWXT Stock Holding History

Morse Asset 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 		– Sell
-30
Closed -$6.13K – 422
2026
Q1 		$6.13K Buy
+30
New +$6.09K ﹤0.01% 321
2025
Q3 		– Sell
-2,325
Closed -$335K – 377
2025
Q2 		$335K Sell
2,325
-50
-2% -$5.84K 0.07% 134
2025
Q1 		$234K Sell
2,375
-100
-4% -$10.9K 0.06% 138
2024
Q4 		$276K Buy
2,475
+1,625
+191% +$199K 0.06% 141
2024
Q3 		$92.4K Buy
+850
New +$84.4K 0.02% 203
2021
Q2 		– Sell
-8,000
Closed -$528K – 159
2021
Q1 		$528K Sell
8,000
-3,400
-30% -$204K 0.14% 114
2020
Q4 		$687K Buy
+11,400
New +$657K 0.19% 92

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

Morse Asset Management's BWXT Position: Q2 2026 in Review

Morse Asset Management sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 30 shares — an estimated $6.13K sold.

Morse Asset Management first reported a position in BWXT in Q4 2020 and held it in 7 quarters. The position peaked at $687K in Q4 2020. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Morse Asset Management reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Morse Asset Management sold 30 BWX Technologies shares in Q2 2026, an estimated $6.13K.
  • Morse Asset Management first reported a position in BWX Technologies in Q4 2020 and held it in 7 quarters.
  • Morse Asset Management's BWX Technologies position peaked at $687K in Q4 2020.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.