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Naples Global Advisors’s BWX Technologies BWXT Stock Holding History

Naples Global Advisors’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 		$7.34M Sell
37,690
-250
-0.7% -$52.1K 0.45% 67
2026
Q1 		$7.76M Buy
37,940
+1,220
+3% +$248K 0.57% 53
2025
Q4 		$6.35M Sell
36,720
-490
-1% -$91.9K 0.47% 66
2025
Q3 		$6.86M Sell
37,210
-100
-0.3% -$16.1K 0.53% 55
2025
Q2 		$5.37M Buy
37,310
+525
+1% +$61.3K 0.46% 68
2025
Q1 		$3.63M Buy
36,785
+3,236
+10% +$351K 0.34% 84
2024
Q4 		$3.74M Sell
33,549
-195
-0.6% -$23.8K 0.35% 82
2024
Q3 		$3.67M Buy
33,744
+855
+3% +$84.9K 0.34% 88
2024
Q2 		$3.12M Buy
32,889
+7,020
+27% +$651K 0.31% 90
2024
Q1 		$2.65M Buy
25,869
+709
+3% +$63.4K 0.27% 109
2023
Q4 		$1.93M Sell
25,160
-1,150
-4% -$88.4K 0.21% 129
2023
Q3 		$1.97M Sell
26,310
-30
-0.1% -$2.17K 0.24% 117
2023
Q2 		$1.89M Sell
26,340
-1,100
-4% -$71.9K 0.22% 127
2023
Q1 		$1.73M Sell
27,440
-1,974
-7% -$119K 0.22% 142
2022
Q4 		$1.71M Buy
29,414
+7,340
+33% +$422K 0.22% 137
2022
Q3 		$1.11M Buy
+22,074
New +$1.19M 0.15% 185

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

Naples Global Advisors's BWXT Position: Q2 2026 in Review

Naples Global Advisors reduced its BWX Technologies (BWXT) stake by 0.66% in Q2 2026, selling an estimated $52.1K and leaving 37,690 shares worth $7.34M. The position accounts for 0.45% of the portfolio, ranked #67.

Naples Global Advisors first reported a position in BWXT in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.76M in Q1 2026. 853 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Naples Global Advisors held 37,690 shares of BWX Technologies worth $7.34M as of Q2 2026.
  • Naples Global Advisors sold 250 BWX Technologies shares in Q2 2026, an estimated $52.1K.
  • BWX Technologies made up 0.45% of Naples Global Advisors's portfolio in Q2 2026, its #67 holding.
  • Naples Global Advisors first reported a position in BWX Technologies in Q3 2022 and has held it in 16 quarters since.
  • Naples Global Advisors's BWX Technologies position peaked at $7.76M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.