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Stephens Investment Management Group’s BWX Technologies BWXT Stock Holding History

Stephens Investment Management Group’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 		$117M Buy
600,434
+41,808
+7% +$8.71M 1.25% 11
2026
Q1 		$114M Sell
558,626
-2,559
-0.5% -$520K 1.57% 6
2025
Q4 		$97M Buy
561,185
+797
+0.1% +$149K 1.26% 14
2025
Q3 		$103M Sell
560,388
-26,985
-5% -$4.34M 1.34% 10
2025
Q2 		$84.6M Buy
587,373
+63,651
+12% +$7.44M 1.12% 28
2025
Q1 		$51.7M Buy
523,722
+74,366
+17% +$8.07M 0.75% 50
2024
Q4 		$50.1M Buy
+449,356
New +$54.9M 0.67% 63

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

Stephens Investment Management Group's BWXT Position: Q2 2026 in Review

Stephens Investment Management Group increased its BWX Technologies (BWXT) stake by 7.5% in Q2 2026, buying an estimated $8.71M and bringing the position to 600,434 shares worth $117M. The position accounts for 1.25% of the portfolio, ranked #11.

Stephens Investment Management Group first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Stephens Investment Management Group held 600,434 shares of BWX Technologies worth $117M as of Q2 2026.
  • Stephens Investment Management Group bought 41,808 BWX Technologies shares in Q2 2026, an estimated $8.71M.
  • BWX Technologies made up 1.25% of Stephens Investment Management Group's portfolio in Q2 2026, its #11 holding.
  • Stephens Investment Management Group first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Stephens Investment Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.