Williamson Legacy Group’s BWX Technologies BWXT Stock Holding History

Williamson Legacy Group’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	-11,112	Closed	-$2.27M	–	83
2026 Q1	$2.27M	Buy	11,112 +281	+3%	+$57.1K	1.7%	14
2025 Q4	$1.87M	Buy	10,831 +2,092	+24%	+$392K	1.46%	27
2025 Q3	$1.61M	Buy	8,739 +391	+5%	+$62.9K	1.24%	29
2025 Q2	$1.2M	Buy	+8,348	New	+$975K	1.01%	44
2024 Q1	–	Sell	-18,659	Closed	-$1.43M	–	80
2023 Q4	$1.43M	Buy	+18,659	New	+$1.43M	1.33%	24

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

Williamson Legacy Group's BWXT Position: Q2 2026 in Review

Williamson Legacy Group sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 11,112 shares — an estimated $2.27M sold.

Williamson Legacy Group first reported a position in BWXT in Q4 2023 and held it in 5 quarters. The position peaked at $2.27M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Williamson Legacy Group reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
Williamson Legacy Group sold 11,112 BWX Technologies shares in Q2 2026, an estimated $2.27M.
Williamson Legacy Group first reported a position in BWX Technologies in Q4 2023 and held it in 5 quarters.
Williamson Legacy Group's BWX Technologies position peaked at $2.27M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.