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Oak Associates’s BWX Technologies BWXT Stock Holding History

Oak Associates’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 		$403K Hold
2,070
– – 0.02% 125
2026
Q1 		$423K Sell
2,070
-930
-31% -$189K 0.03% 119
2025
Q4 		$519K Hold
3,000
– – 0.03% 114
2025
Q3 		$553K Hold
3,000
– – 0.03% 113
2025
Q2 		$432K Hold
3,000
– – 0.03% 119
2025
Q1 		$296K Hold
3,000
– – 0.02% 122
2024
Q4 		$334K Hold
3,000
– – 0.02% 127
2024
Q3 		$326K Buy
+3,000
New +$298K 0.02% 127

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

Oak Associates's BWXT Position: Q2 2026 in Review

Oak Associates held its BWX Technologies (BWXT) position steady in Q2 2026 at 2,070 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #125.

Oak Associates first reported a position in BWXT in Q3 2024 and has held it in 8 quarters since. The position peaked at $553K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Oak Associates held 2,070 shares of BWX Technologies worth $403K as of Q2 2026.
  • Oak Associates left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.02% of Oak Associates's portfolio in Q2 2026, its #125 holding.
  • Oak Associates first reported a position in BWX Technologies in Q3 2024 and has held it in 8 quarters since.
  • Oak Associates's BWX Technologies position peaked at $553K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.