Oppenheimer & Co’s BWX Technologies BWXT Stock Holding History

Oppenheimer & Co’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	$1.55M	Buy	7,971 +2,417	+44%	+$503K	0.02%	751
2026 Q1	$1.14M	Buy	5,554 +1,407	+34%	+$286K	0.01%	810
2025 Q4	$717K	Sell	4,147 -6,514	-61%	-$1.22M	0.01%	935
2025 Q3	$1.97M	Buy	10,661 +1,850	+21%	+$298K	0.02%	615
2025 Q2	$1.27M	Buy	+8,811	New	+$1.03M	0.02%	748
2014 Q3	–	Sell	-44,946	Closed	-$1.04M	–	1428
2014 Q2	$1.04M	Sell	44,946 -81	-0.2%	-$1.92K	0.03%	608
2014 Q1	$1.07M	Sell	45,027 -651	-1%	-$15.7K	0.03%	579
2013 Q4	$1.12M	Buy	45,678 +36,954	+424%	+$866K	0.04%	524
2013 Q3	$210K	Buy	+8,724	New	+$198K	0.01%	1139

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

Oppenheimer & Co's BWXT Position: Q2 2026 in Review

Oppenheimer & Co increased its BWX Technologies (BWXT) stake by 44% in Q2 2026, buying an estimated $503K and bringing the position to 7,971 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #751.

Oppenheimer & Co first reported a position in BWXT in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Oppenheimer & Co held 7,971 shares of BWX Technologies worth $1.55M as of Q2 2026.
Oppenheimer & Co bought 2,417 BWX Technologies shares in Q2 2026, an estimated $503K.
BWX Technologies made up 0.02% of Oppenheimer & Co's portfolio in Q2 2026, its #751 holding.
Oppenheimer & Co first reported a position in BWX Technologies in Q3 2013 and has held it in 9 quarters since.
Oppenheimer & Co's BWX Technologies position peaked at $1.97M in Q3 2025.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.