Symmetry Investments’s BWX Technologies BWXT Stock Holding History

Symmetry Investments’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	–	Sell	-1,500	Closed	-$307K	–	159
2026 Q1	$307K	Buy	+1,500	New	+$305K	0.03%	112

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

Symmetry Investments's BWXT Position: Q2 2026 in Review

Symmetry Investments sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 1,500 shares — an estimated $307K sold.

Symmetry Investments first reported a position in BWXT in Q1 2026 and held it in 1 quarter. The position peaked at $307K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Symmetry Investments reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
Symmetry Investments sold 1,500 BWX Technologies shares in Q2 2026, an estimated $307K.
Symmetry Investments first reported a position in BWX Technologies in Q1 2026 and held it in 1 quarter.
Symmetry Investments's BWX Technologies position peaked at $307K in Q1 2026.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.