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Stonebridge Financial Group (Pennsylvania)’s BWX Technologies BWXT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$8.23M Buy
42,268
+662
+2% +$138K 0.62% 42
2026
Q1 		$8.51M Buy
41,606
+127
+0.3% +$25.8K 0.7% 38
2025
Q4 		$7.17M Sell
41,479
-189
-0.5% -$35.5K 0.61% 41
2025
Q3 		$7.68M Sell
41,668
-822
-2% -$132K 0.68% 37
2025
Q2 		$6.12M Sell
42,490
-879
-2% -$103K 0.59% 42
2025
Q1 		$4.28M Buy
43,369
+42,252
+3,783% +$4.58M 0.46% 59
2024
Q4 		$124K Buy
+1,117
New +$136K 0.01% 268

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BWXT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its BWX Technologies (BWXT) stake by 1.6% in Q2 2026, buying an estimated $138K and bringing the position to 42,268 shares worth $8.23M. The position accounts for 0.62% of the portfolio, ranked #42.

Stonebridge Financial Group (Pennsylvania) first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.51M in Q1 2026. 671 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 42,268 shares of BWX Technologies worth $8.23M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 662 BWX Technologies shares in Q2 2026, an estimated $138K.
  • BWX Technologies made up 0.62% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #42 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s BWX Technologies position peaked at $8.51M in Q1 2026.
  • 671 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.