NewEdge Advisors’s BWX Technologies BWXT Stock Holding History

NewEdge 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	$1.69M	Buy	8,689 +752	+9%	+$157K	0.01%	1311
2026 Q1	$1.62M	Sell	7,937 -307	-4%	-$62.3K	0.01%	1214
2025 Q4	$1.42M	Buy	8,244 +1,822	+28%	+$342K	0.01%	1260
2025 Q3	$1.18M	Sell	6,422 -608	-9%	-$97.8K	0.01%	1302
2025 Q2	$1.01M	Buy	7,030 +6,117	+670%	+$715K	0.01%	1286
2025 Q1	$90.1K	Buy	913 +54	+6%	+$5.86K	﹤0.01%	2329
2024 Q4	$95.7K	Buy	859 +52	+6%	+$6.35K	﹤0.01%	2293
2024 Q3	$87.7K	Hold	807	–	–	﹤0.01%	2237
2024 Q2	$76.7K	Sell	807 -272	-25%	-$25.2K	﹤0.01%	2195
2024 Q1	$111K	Sell	1,079 -102	-9%	-$9.13K	﹤0.01%	2033
2023 Q4	$90.6K	Buy	1,181 +1,155	+4,442%	+$88.8K	﹤0.01%	1981
2023 Q3	$1.95K	Hold	26	–	–	﹤0.01%	3054
2023 Q2	$1.86K	Hold	26	–	–	﹤0.01%	3117
2023 Q1	$1.64K	Sell	26 -90	-78%	-$5.42K	﹤0.01%	3080
2022 Q4	$5.23K	Buy	+116	New	+$6.66K	﹤0.01%	2575

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's BWXT Position: Q2 2026 in Review

NewEdge Advisors increased its BWX Technologies (BWXT) stake by 9.5% in Q2 2026, buying an estimated $157K and bringing the position to 8,689 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #1311.

NewEdge Advisors first reported a position in BWXT in Q4 2022 and has held it in 15 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

NewEdge Advisors held 8,689 shares of BWX Technologies worth $1.69M as of Q2 2026.
NewEdge Advisors bought 752 BWX Technologies shares in Q2 2026, an estimated $157K.
BWX Technologies made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1311 holding.
NewEdge Advisors first reported a position in BWX Technologies in Q4 2022 and has held it in 15 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.