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BOLTON SECURITIES CORPORATION’s BWX Technologies BWXT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$1.65M Buy
12,078
+909
+8% +$148K 0.06% 308
2026
Q2 		$2.17M Buy
11,169
+1,018
+10% +$212K 0.08% 263
2026
Q1 		$2.08M Buy
10,151
+2,574
+34% +$523K 0.1% 218
2025
Q4 		$1.31M Buy
7,577
+3,912
+107% +$734K 0.06% 320
2025
Q3 		$676K Buy
3,665
+2,658
+264% +$428K 0.03% 439
2025
Q2 		$145K Buy
1,007
+637
+172% +$74.4K 0.01% 799
2025
Q1 		$36.5K Buy
+370
New +$40.1K ﹤0.01% 1124

Other funds holding BWXT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BWXT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its BWX Technologies (BWXT) stake by 8.1% in Q3 2026, buying an estimated $148K and bringing the position to 12,078 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #308.

BOLTON SECURITIES CORPORATION first reported a position in BWXT in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.17M in Q2 2026. 523 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 12,078 shares of BWX Technologies worth $1.65M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 909 BWX Technologies shares in Q3 2026, an estimated $148K.
  • BWX Technologies made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #308 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in BWX Technologies in Q1 2025 and has held it in 7 quarters since.
  • BOLTON SECURITIES CORPORATION's BWX Technologies position peaked at $2.17M in Q2 2026.
  • 523 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.