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Waverly Advisors’s BWX Technologies BWXT Stock Holding History

Waverly 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 		$243K Hold
1,248
– – ﹤0.01% 1531
2026
Q1 		$255K Buy
+1,248
New +$253K ﹤0.01% 1385
2014
Q4 		– Sell
-182
Closed -$4K – 459
2014
Q3 		$4K Hold
182
– – ﹤0.01% 653
2014
Q2 		$4K Hold
182
– – ﹤0.01% 615
2014
Q1 		$4K Hold
182
– – ﹤0.01% 580
2013
Q4 		$4K Buy
+182
New +$4.26K ﹤0.01% 694

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 $3.38T AUM 44.17% 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

Waverly Advisors's BWXT Position: Q2 2026 in Review

Waverly Advisors held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,248 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Waverly Advisors first reported a position in BWXT in Q4 2013 and has held it in 6 quarters since. The position peaked at $255K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Waverly Advisors held 1,248 shares of BWX Technologies worth $243K as of Q2 2026.
  • Waverly Advisors left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1531 holding.
  • Waverly Advisors first reported a position in BWX Technologies in Q4 2013 and has held it in 6 quarters since.
  • Waverly Advisors's BWX Technologies position peaked at $255K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.