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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
Q1 		$143K Buy
700
+300
+75% +$60.9K 0.04% 104
2025
Q4 		$69.1K Buy
+400
New +$75K 0.02% 109

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Oak Family Advisors's BWXT Position: Q1 2026 in Review

Oak Family Advisors reduced its BWX Technologies (BWXT) stake by 9.8% in Q1 2026, selling an estimated $473K and leaving 21,405 shares worth $4.38M. The position accounts for 1.23% of the portfolio, ranked #33.

Oak Family Advisors first reported a position in BWXT in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.19M in Q3 2024. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Oak Family Advisors held 21,405 shares of BWX Technologies worth $4.38M as of Q1 2026.
  • Oak Family Advisors sold 2,330 BWX Technologies shares in Q1 2026, an estimated $473K.
  • BWX Technologies made up 1.23% of Oak Family Advisors's portfolio in Q1 2026, its #33 holding.
  • Oak Family Advisors first reported a position in BWX Technologies in Q2 2022 and has held it in 16 quarters since.
  • Oak Family Advisors's BWX Technologies position peaked at $7.19M in Q3 2024.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.