Superior Planning, LLC’s BWX Technologies BWXT Stock Holding History

Superior Planning, LLC’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	$5.21K	Buy	+38	New	+$6.2K	﹤0.01%	1189

Other funds holding BWXT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's BWXT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in BWX Technologies (BWXT) in Q3 2026: 38 shares worth $5.21K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

523 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Superior Planning, LLC held 38 shares of BWX Technologies worth $5.21K as of Q3 2026.
BWX Technologies was a new Superior Planning, LLC position in Q3 2026.
BWX Technologies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1189 holding.
523 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.