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Shelton Capital Management’s BWX Technologies BWXT Stock Holding History

Shelton Capital Management’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 		$576K Hold
2,960
– – 0.01% 334
2026
Q1 		$605K Sell
2,960
-133
-4% -$27K 0.01% 328
2025
Q4 		$535K Sell
3,093
-191
-6% -$35.8K 0.01% 333
2025
Q3 		$605K Hold
3,284
– – 0.01% 310
2025
Q2 		$473K Hold
3,284
– – 0.01% 351
2025
Q1 		$324K Sell
3,284
-166
-5% -$18K 0.01% 446
2024
Q4 		$384K Sell
3,450
-164
-5% -$20K 0.01% 411
2024
Q3 		$393K Sell
3,614
-114
-3% -$11.3K 0.01% 406
2024
Q2 		$354K Sell
3,728
-216
-5% -$20K 0.01% 422
2024
Q1 		$405K Hold
3,944
– – 0.01% 410
2023
Q4 		$303K Buy
+3,944
New +$303K 0.01% 499

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

Shelton Capital Management's BWXT Position: Q2 2026 in Review

Shelton Capital Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 2,960 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #334.

Shelton Capital Management first reported a position in BWXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $605K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Shelton Capital Management held 2,960 shares of BWX Technologies worth $576K as of Q2 2026.
  • Shelton Capital Management left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #334 holding.
  • Shelton Capital Management first reported a position in BWX Technologies in Q4 2023 and has held it in 11 quarters since.
  • Shelton Capital Management's BWX Technologies position peaked at $605K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.