Vestmark Advisory Solutions’s BWX Technologies BWXT Stock Holding History

Vestmark Advisory Solutions’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	$492K	Sell	2,528 -2,515	-50%	-$524K	﹤0.01%	1145
2026 Q1	$1.03M	Sell	5,043 -30	-0.6%	-$6.09K	0.01%	862
2025 Q4	$877K	Buy	+5,073	New	+$952K	0.01%	845
2023 Q3	–	Sell	-4,926	Closed	-$353K	–	476
2023 Q2	$353K	Sell	4,926 -392	-7%	-$25.6K	0.01%	670
2023 Q1	$335K	Sell	5,318 -127	-2%	-$7.65K	0.01%	671
2022 Q4	$316K	Sell	5,445 -27	-0.5%	-$1.55K	0.02%	665
2022 Q3	$276K	Sell	5,472 -414	-7%	-$22.4K	0.02%	690
2022 Q2	$324K	Sell	5,886 -711	-11%	-$37K	0.02%	655
2022 Q1	$355K	Sell	6,597 -1,805	-21%	-$88.8K	0.02%	660
2021 Q4	$402K	Buy	8,402 +252	+3%	+$13.2K	0.02%	600
2021 Q3	$439K	Buy	8,150 +233	+3%	+$13.1K	0.03%	539
2021 Q2	$460K	Buy	7,917 +144	+2%	+$9.26K	0.03%	501
2021 Q1	$513K	Buy	7,773 +882	+13%	+$52.8K	0.05%	436
2020 Q4	$415K	Sell	6,891 -42	-0.6%	-$2.42K	0.05%	400
2020 Q3	$390K	Sell	6,933 -204	-3%	-$11.4K	0.05%	371
2020 Q2	$404K	Buy	7,137 +573	+9%	+$32K	0.06%	343
2020 Q1	$320K	Buy	+6,564	New	+$390K	0.06%	347
2019 Q4	–	Sell	-6,296	Closed	-$360K	–	294
2019 Q3	$360K	Sell	6,296 -1,460	-19%	-$81.5K	0.06%	370
2019 Q2	$404K	Buy	7,756 +344	+5%	+$17.2K	0.07%	324
2019 Q1	$367K	Buy	+7,412	New	+$351K	0.07%	341

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

Vestmark Advisory Solutions's BWXT Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its BWX Technologies (BWXT) stake by 50% in Q2 2026, selling an estimated $524K and leaving 2,528 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Vestmark Advisory Solutions first reported a position in BWXT in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.03M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Vestmark Advisory Solutions held 2,528 shares of BWX Technologies worth $492K as of Q2 2026.
Vestmark Advisory Solutions sold 2,515 BWX Technologies shares in Q2 2026, an estimated $524K.
BWX Technologies made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1145 holding.
Vestmark Advisory Solutions first reported a position in BWX Technologies in Q1 2019 and has held it in 20 quarters since.
Vestmark Advisory Solutions's BWX Technologies position peaked at $1.03M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.