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Oak Family Advisors’s BWX Technologies BWXT Stock Holding History

Oak Family 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 		$3.99M Sell
20,515
-890
-4% -$185K 1.02% 30
2026
Q1 		$4.38M Sell
21,405
-2,330
-10% -$473K 1.23% 33
2025
Q4 		$4.1M Sell
23,735
-1,658
-7% -$311K 1.13% 32
2025
Q3 		$4.68M Sell
25,393
-22,359
-47% -$3.6M 1.17% 28
2025
Q2 		$6.88M Sell
47,752
-6,244
-12% -$730K 2.17% 15
2025
Q1 		$5.33M Sell
53,996
-31
-0.1% -$3.36K 1.79% 18
2024
Q4 		$6.02M Sell
54,027
-12,146
-18% -$1.48M 2.18% 15
2024
Q3 		$7.19M Buy
66,173
+396
+0.6% +$39.3K 2.21% 9
2024
Q2 		$6.25M Buy
65,777
+17,090
+35% +$1.58M 2.14% 13
2024
Q1 		$5M Sell
48,687
-22,291
-31% -$1.99M 1.92% 16
2023
Q4 		$5.45M Sell
70,978
-718
-1% -$55.2K 2.29% 15
2023
Q3 		$5.38M Buy
71,696
+4,452
+7% +$322K 2.54% 13
2023
Q2 		$4.81M Buy
67,244
+500
+0.7% +$32.7K 2.28% 16
2023
Q1 		$4.21M Buy
66,744
+2,862
+4% +$172K 2.07% 18
2022
Q4 		$3.71M Buy
63,882
+1,680
+3% +$96.5K 1.99% 17
2022
Q3 		$3.13M Buy
62,202
+54,983
+762% +$2.97M 1.67% 16
2022
Q2 		$398K Buy
+7,219
New +$375K 0.2% 79

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 Family Advisors's BWXT Position: Q2 2026 in Review

Oak Family Advisors reduced its BWX Technologies (BWXT) stake by 4.2% in Q2 2026, selling an estimated $185K and leaving 20,515 shares worth $3.99M. The position accounts for 1.02% of the portfolio, ranked #30.

Oak Family Advisors first reported a position in BWXT in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.19M in Q3 2024. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Oak Family Advisors held 20,515 shares of BWX Technologies worth $3.99M as of Q2 2026.
  • Oak Family Advisors sold 890 BWX Technologies shares in Q2 2026, an estimated $185K.
  • BWX Technologies made up 1.02% of Oak Family Advisors's portfolio in Q2 2026, its #30 holding.
  • Oak Family Advisors first reported a position in BWX Technologies in Q2 2022 and has held it in 17 quarters since.
  • Oak Family Advisors's BWX Technologies position peaked at $7.19M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.