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New England Research & Management’s BWX Technologies BWXT Stock Holding History

New England Research & 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
-2,300
Closed -$470K – 138
2026
Q1 		$470K Buy
+2,300
New +$467K 0.2% 111

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

New England Research & Management's BWXT Position: Q2 2026 in Review

New England Research & Management sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 2,300 shares — an estimated $470K sold.

New England Research & Management first reported a position in BWXT in Q1 2026 and held it in 1 quarter. The position peaked at $470K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • New England Research & Management reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • New England Research & Management sold 2,300 BWX Technologies shares in Q2 2026, an estimated $470K.
  • New England Research & Management first reported a position in BWX Technologies in Q1 2026 and held it in 1 quarter.
  • New England Research & Management's BWX Technologies position peaked at $470K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.