DUNCKER STREETT & CO INC BWXT β€” BWX TECHNOLOGIES INC

Ownership history in DUNCKER STREETT & CO INC  Β·  2 quarters on record

AI Ownership Summary

DUNCKER STREETT & CO INC reported BWX TECHNOLOGIES INC (BWXT) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.7% in 2026 Q2. The latest visible filing shows BWXT at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DUNCKER STREETT & CO INC's position in BWX TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BWXT was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DUNCKER STREETT & CO INC held BWXT β€” position size vs. price
% of Fund (quarterly)    BWXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 21,366 +11,729 +121.7% 0.70% $4.2M 2026-07-28 $169.67
2026 Q1 INITIATED β€” β€” β€” 9,637 β€” β€” 0.37% $2.0M 2026-04-29 $207.80

FAQ About DUNCKER STREETT & CO INC and BWXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has DUNCKER STREETT & CO INC reported owning BWXT?

DUNCKER STREETT & CO INC reported BWXT across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported BWXT position in DUNCKER STREETT & CO INC's portfolio?

The largest reported portfolio weight for BWXT was 0.70% in 2026 Q2.

What is the latest reported BWXT position on this page?

The most recent filing on this page is 2026 Q2, when DUNCKER STREETT & CO INC reported 21,366 shares, equal to 0.70% of portfolio, with an estimated market value of $4.2M.

What does the chart on this BWXT ownership page compare?

The chart compares DUNCKER STREETT & CO INC's quarterly BWXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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