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MOTCO’s BWX Technologies BWXT Stock Holding History

MOTCO’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 		$389 Buy
+2
New +$417 ﹤0.01% 719
2015
Q3 		– Sell
-2,796
Closed -$66K – 594
2015
Q2 		$66K Buy
+2,796
New +$65.6K 0.01% 257

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

MOTCO's BWXT Position: Q2 2026 in Review

MOTCO opened a new position in BWX Technologies (BWXT) in Q2 2026: 2 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: MOTCO previously reported a position in BWXT as recently as Q2 2015.

MOTCO first reported a position in BWXT in Q2 2015 and has held it in 2 quarters since. The position peaked at $66K in Q2 2015. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • MOTCO held 2 shares of BWX Technologies worth $389 as of Q2 2026.
  • BWX Technologies was a new MOTCO position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #719 holding.
  • MOTCO first reported a position in BWX Technologies in Q2 2015 and has held it in 2 quarters since.
  • MOTCO's BWX Technologies position peaked at $66K in Q2 2015.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.