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Summit Trail Advisors’s BWX Technologies BWXT Stock Holding History

Summit Trail Advisors’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 		$3.93M Buy
20,166
+3,979
+25% +$829K 0.05% 252
2026
Q1 		$3.31M Sell
16,187
-1,920
-11% -$390K 0.05% 268
2025
Q4 		$3.13M Buy
18,107
+6,252
+53% +$1.17M 0.05% 223
2025
Q3 		$2.19M Buy
11,855
+6,902
+139% +$1.11M 0.03% 402
2025
Q2 		$714K Buy
+4,953
New +$579K 0.01% 592
2018
Q1 		– Sell
-23
Closed -$1K – 604
2017
Q4 		$1K Buy
+23
New +$1.39K ﹤0.01% 1761

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

Summit Trail Advisors's BWXT Position: Q2 2026 in Review

Summit Trail Advisors increased its BWX Technologies (BWXT) stake by 25% in Q2 2026, buying an estimated $829K and bringing the position to 20,166 shares worth $3.93M. The position accounts for 0.05% of the portfolio, ranked #252.

Summit Trail Advisors first reported a position in BWXT in Q4 2017 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Summit Trail Advisors held 20,166 shares of BWX Technologies worth $3.93M as of Q2 2026.
  • Summit Trail Advisors bought 3,979 BWX Technologies shares in Q2 2026, an estimated $829K.
  • BWX Technologies made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #252 holding.
  • Summit Trail Advisors first reported a position in BWX Technologies in Q4 2017 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.