Stone House Investment Management
BWXT icon

Stone House Investment Management’s BWX Technologies BWXT Stock Holding History

Stone House Investment 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 		$60.3K Hold
310
– – 0.01% 198
2026
Q1 		$63.4K Hold
310
– – 0.01% 153
2025
Q4 		$53.6K Hold
310
– – 0.01% 163
2025
Q3 		$57.2K Hold
310
– – 0.01% 146
2025
Q2 		$44.7K Hold
310
– – 0.01% 161
2025
Q1 		$30.6K Buy
+310
New +$33.6K 0.01% 183
2024
Q4 		– Sell
-229
Closed -$24.9K – 90
2024
Q3 		$24.9K Buy
229
+99
+76% +$9.8K 0.01% 165
2024
Q2 		$12.4K Buy
+130
New +$12.1K ﹤0.01% 212

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

Stone House Investment Management's BWXT Position: Q2 2026 in Review

Stone House Investment Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 310 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #198.

Stone House Investment Management first reported a position in BWXT in Q2 2024 and has held it in 8 quarters since. The position peaked at $63.4K in Q1 2026. 856 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Stone House Investment Management held 310 shares of BWX Technologies worth $60.3K as of Q2 2026.
  • Stone House Investment Management left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #198 holding.
  • Stone House Investment Management first reported a position in BWX Technologies in Q2 2024 and has held it in 8 quarters since.
  • Stone House Investment Management's BWX Technologies position peaked at $63.4K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.