Van Hulzen Asset Management’s BWX Technologies BWXT Stock Holding History

Van Hulzen Asset 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	$1.51M	Sell	7,742 -650	-8%	-$135K	0.11%	131
2026 Q1	$1.72M	Buy	8,392 +1,210	+17%	+$246K	0.13%	112
2025 Q4	$1.24M	Sell	7,182 -899	-11%	-$169K	0.09%	140
2025 Q3	$1.49M	Sell	8,081 -348	-4%	-$56K	0.11%	124
2025 Q2	$1.21M	Sell	8,429 -1,110	-12%	-$130K	0.1%	134
2025 Q1	$941K	Buy	9,539 +9,529	+95,290%	+$1.03M	0.09%	155
2024 Q4	$1.11K	Buy	+10	New	+$1.22K	﹤0.01%	1020

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 $3.37T AUM 44.26% 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

Van Hulzen Asset Management's BWXT Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its BWX Technologies (BWXT) stake by 7.7% in Q2 2026, selling an estimated $135K and leaving 7,742 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #131.

Van Hulzen Asset Management first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Van Hulzen Asset Management held 7,742 shares of BWX Technologies worth $1.51M as of Q2 2026.
Van Hulzen Asset Management sold 650 BWX Technologies shares in Q2 2026, an estimated $135K.
BWX Technologies made up 0.11% of Van Hulzen Asset Management's portfolio in Q2 2026, its #131 holding.
Van Hulzen Asset Management first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
Van Hulzen Asset Management's BWX Technologies position peaked at $1.72M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.