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Wellington Shields Capital Management’s BWX Technologies BWXT Stock Holding History

Wellington Shields Capital 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 		$273K Hold
1,400
– – 0.03% 231
2026
Q1 		$286K Hold
1,400
– – 0.04% 205
2025
Q4 		$242K Hold
1,400
– – 0.04% 223
2025
Q3 		$258K Hold
1,400
– – 0.04% 215
2025
Q2 		$202K Buy
+1,400
New +$164K 0.03% 233
2024
Q3 		– Sell
-5,575
Closed -$530K – 315
2024
Q2 		$530K Buy
+5,575
New +$517K 0.1% 149

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

Wellington Shields Capital Management's BWXT Position: Q2 2026 in Review

Wellington Shields Capital Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,400 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #231.

Wellington Shields Capital Management first reported a position in BWXT in Q2 2024 and has held it in 6 quarters since. The position peaked at $530K in Q2 2024. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Wellington Shields Capital Management held 1,400 shares of BWX Technologies worth $273K as of Q2 2026.
  • Wellington Shields Capital Management left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.03% of Wellington Shields Capital Management's portfolio in Q2 2026, its #231 holding.
  • Wellington Shields Capital Management first reported a position in BWX Technologies in Q2 2024 and has held it in 6 quarters since.
  • Wellington Shields Capital Management's BWX Technologies position peaked at $530K in Q2 2024.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.