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NBC Securities’s BWX Technologies BWXT Stock Holding History

NBC Securities’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 		$444K Sell
2,280
-330
-13% -$68.7K 0.03% 574
2026
Q1 		$534K Sell
2,610
-695
-21% -$141K 0.04% 481
2025
Q4 		$571K Buy
3,305
+24
+0.7% +$4.5K 0.04% 455
2025
Q3 		$605K Sell
3,281
-93
-3% -$15K 0.05% 439
2025
Q2 		$486K Buy
3,374
+2,526
+298% +$295K 0.04% 498
2025
Q1 		$83K Buy
+848
New +$92K 0.01% 1021
2024
Q4 		– Sell
-2,165
Closed -$235K – 1366
2024
Q3 		$235K Sell
2,165
-708
-25% -$70.3K 0.02% 731
2024
Q2 		$272K Buy
2,873
+1,275
+80% +$118K 0.02% 647
2024
Q1 		$163K Sell
1,598
-965
-38% -$86.3K 0.02% 816
2023
Q4 		$196K Sell
2,563
-43
-2% -$3.31K 0.02% 743
2023
Q3 		$195K Buy
+2,606
New +$188K 0.02% 694

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

NBC Securities's BWXT Position: Q2 2026 in Review

NBC Securities reduced its BWX Technologies (BWXT) stake by 13% in Q2 2026, selling an estimated $68.7K and leaving 2,280 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #574.

NBC Securities first reported a position in BWXT in Q3 2023 and has held it in 11 quarters since. The position peaked at $605K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • NBC Securities held 2,280 shares of BWX Technologies worth $444K as of Q2 2026.
  • NBC Securities sold 330 BWX Technologies shares in Q2 2026, an estimated $68.7K.
  • BWX Technologies made up 0.03% of NBC Securities's portfolio in Q2 2026, its #574 holding.
  • NBC Securities first reported a position in BWX Technologies in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's BWX Technologies position peaked at $605K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.