Action Point Financial Planning’s BWX Technologies BWXT Stock Holding History

Action Point Financial Planning’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	$17.7K	Buy	+93	New	+$19.4K	﹤0.01%	1181

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

Action Point Financial Planning's BWXT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BWX Technologies (BWXT) in Q2 2026: 93 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings.

847 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Action Point Financial Planning held 93 shares of BWX Technologies worth $17.7K as of Q2 2026.
BWX Technologies was a new Action Point Financial Planning position in Q2 2026.
BWX Technologies made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1181 holding.
847 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.