Raymond James Financial
BWXT icon

Raymond James Financial’s BWX Technologies BWXT Stock Holding History

Raymond James Financial’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 		$111M Buy
570,565
+36,974
+7% +$7.7M 0.03% 515
2026
Q1 		$109M Sell
533,591
-8,224
-2% -$1.67M 0.03% 481
2025
Q4 		$93.6M Sell
541,815
-67,302
-11% -$12.6M 0.03% 530
2025
Q3 		$112M Sell
609,117
-98,485
-14% -$15.8M 0.04% 461
2025
Q2 		$102M Buy
707,602
+51,998
+8% +$6.08M 0.04% 473
2025
Q1 		$64.7M Buy
655,604
+29,604
+5% +$3.21M 0.02% 600
2024
Q4 		$69.7M Buy
+626,000
New +$76.5M 0.03% 555

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 $3.38T AUM 44.17% 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

Raymond James Financial's BWXT Position: Q2 2026 in Review

Raymond James Financial increased its BWX Technologies (BWXT) stake by 6.9% in Q2 2026, buying an estimated $7.7M and bringing the position to 570,565 shares worth $111M. The position accounts for 0.03% of the portfolio, ranked #515.

Raymond James Financial first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $112M in Q3 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Raymond James Financial held 570,565 shares of BWX Technologies worth $111M as of Q2 2026.
  • Raymond James Financial bought 36,974 BWX Technologies shares in Q2 2026, an estimated $7.7M.
  • BWX Technologies made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #515 holding.
  • Raymond James Financial first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's BWX Technologies position peaked at $112M in Q3 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.