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Stamos Capital Partners’s BWX Technologies BWXT Stock Holding History

Stamos Capital Partners’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 		$456K Sell
2,232
-393
-15% -$79.8K 0.07% 131
2025
Q4 		$454K Sell
2,625
-254
-9% -$47.6K 0.07% 136
2025
Q3 		$531K Sell
2,879
-1,351
-32% -$217K 0.1% 126
2025
Q2 		$609K Buy
4,230
+174
+4% +$20.3K 0.11% 135
2025
Q1 		$400K Buy
+4,056
New +$440K 0.1% 132
2024
Q4 		– Sell
-2,520
Closed -$274K – 128
2024
Q3 		$274K Sell
2,520
-6,050
-71% -$601K 0.06% 118
2024
Q2 		$814K Buy
+8,570
New +$795K 0.17% 114

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

Stamos Capital Partners's BWXT Position: Q1 2026 in Review

Stamos Capital Partners reduced its BWX Technologies (BWXT) stake by 15% in Q1 2026, selling an estimated $79.8K and leaving 2,232 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #131.

Stamos Capital Partners first reported a position in BWXT in Q2 2024 and has held it in 7 quarters since. The position peaked at $814K in Q2 2024. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Stamos Capital Partners held 2,232 shares of BWX Technologies worth $456K as of Q1 2026.
  • Stamos Capital Partners sold 393 BWX Technologies shares in Q1 2026, an estimated $79.8K.
  • BWX Technologies made up 0.07% of Stamos Capital Partners's portfolio in Q1 2026, its #131 holding.
  • Stamos Capital Partners first reported a position in BWX Technologies in Q2 2024 and has held it in 7 quarters since.
  • Stamos Capital Partners's BWX Technologies position peaked at $814K in Q2 2024.
  • 824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.