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Advisor Resource Council’s BWX Technologies BWXT Stock Holding History

Advisor Resource Council’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
Q1 		$547K Buy
2,675
+119
+5% +$24.2K 0.18% 115
2025
Q4 		$527K Buy
+2,556
New +$479K 0.19% 123
2025
Q3 		– Sell
-1,996
Closed -$288K – 62
2025
Q2 		$288K Sell
1,996
-19,586
-91% -$2.29M 0.11% 134
2025
Q1 		$1.93M Buy
+21,582
New +$2.34M 0.16% 158
2024
Q4 		– Sell
-4,944
Closed -$537K – 99
2024
Q3 		$537K Buy
+4,944
New +$491K 0.24% 109
2024
Q2 		– Sell
-5,107
Closed -$392K – 89
2024
Q1 		$392K Sell
5,107
-5,803
-53% -$519K 0.17% 142
2023
Q4 		$837K Buy
10,910
+7,922
+265% +$609K 0.1% 202
2023
Q3 		$224K Buy
+2,988
New +$216K 0.12% 138

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return