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 Q2	$390K	Sell	2,002 -230	-10%	-$47.9K	0.06%	140
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 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 $3.38T AUM 44.17% 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

Stamos Capital Partners's BWXT Position: Q2 2026 in Review

Stamos Capital Partners reduced its BWX Technologies (BWXT) stake by 10% in Q2 2026, selling an estimated $47.9K and leaving 2,002 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #140.

Stamos Capital Partners first reported a position in BWXT in Q2 2024 and has held it in 8 quarters since. The position peaked at $814K in Q2 2024. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Stamos Capital Partners held 2,002 shares of BWX Technologies worth $390K as of Q2 2026.
Stamos Capital Partners sold 230 BWX Technologies shares in Q2 2026, an estimated $47.9K.
BWX Technologies made up 0.06% of Stamos Capital Partners's portfolio in Q2 2026, its #140 holding.
Stamos Capital Partners first reported a position in BWX Technologies in Q2 2024 and has held it in 8 quarters since.
Stamos Capital Partners's BWX Technologies position peaked at $814K in Q2 2024.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.