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Oakworth Capital’s BWX Technologies BWXT Stock Holding History

Oakworth Capital’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 		$348K Hold
1,822
– – 0.02% 190
2026
Q1 		$373K Hold
1,822
– – 0.02% 170
2025
Q4 		$315K Buy
1,822
+140
+8% +$26.3K 0.02% 187
2025
Q3 		$310K Buy
1,682
+577
+52% +$92.8K 0.02% 183
2025
Q2 		$159K Buy
1,105
+100
+10% +$11.7K 0.01% 235
2025
Q1 		$99.1K Hold
1,005
– – 0.01% 295
2024
Q4 		$112K Hold
1,005
– – 0.01% 272
2024
Q3 		$109K Hold
1,005
– – 0.01% 265
2024
Q2 		$95.5K Buy
+1,005
New +$93.2K 0.01% 273

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

Oakworth Capital's BWXT Position: Q2 2026 in Review

Oakworth Capital held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,822 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #190.

Oakworth Capital first reported a position in BWXT in Q2 2024 and has held it in 9 quarters since. The position peaked at $373K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Oakworth Capital held 1,822 shares of BWX Technologies worth $348K as of Q2 2026.
  • Oakworth Capital left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.02% of Oakworth Capital's portfolio in Q2 2026, its #190 holding.
  • Oakworth Capital first reported a position in BWX Technologies in Q2 2024 and has held it in 9 quarters since.
  • Oakworth Capital's BWX Technologies position peaked at $373K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.