American Trust Investment Advisors, LLC / BWXT
American Trust Investment Advisors, LLC’s Bwx Technologies Inc Position
Does American Trust Investment Advisors, LLC own Bwx Technologies Inc (BWXT)? Yes — 18.8K shares worth $4M (+2.12% of its 13F portfolio) as of Q1 2026, down from 19.0K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
18.8K
% of Portfolio
+2.12%
Quarters Held
14
currently held
Position History BWXT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.8K | $4M | +2.12% |
| Q4 2025 | 19.0K | $3M | +1.75% |
| Q3 2025 | 18.6K | $3M | +1.77% |
| Q2 2025 | 41.7K | $6M | +3.03% |
| Q1 2025 | 49.4K | $5M | +2.04% |
| Q4 2024 | 49.4K | $6M | +2.26% |
| Q3 2024 | 48.7K | $5M | +2.16% |
| Q2 2024 | 48.5K | $5M | +2.24% |
| Q1 2024 | 51.0K | $5M | +2.49% |
| Q4 2023 | 51.9K | $4M | +2.07% |
| Q3 2023 | 52.3K | $4M | +2.16% |
| Q2 2023 | 50.5K | $4M | +2.02% |
| Q1 2023 | 50.4K | $3M | +1.91% |
| Q4 2022 | 49.3K | $3M | +1.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of BWXT.