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 Q2	$519K	Sell	2,638 -37	-1%	-$7.71K	0.15%	141
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 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

Advisor Resource Council's BWXT Position: Q2 2026 in Review

Advisor Resource Council reduced its BWX Technologies (BWXT) stake by 1.4% in Q2 2026, selling an estimated $7.71K and leaving 2,638 shares worth $519K. The position accounts for 0.15% of the portfolio, ranked #141.

Advisor Resource Council first reported a position in BWXT in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.93M in Q1 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Advisor Resource Council held 2,638 shares of BWX Technologies worth $519K as of Q2 2026.
Advisor Resource Council sold 37 BWX Technologies shares in Q2 2026, an estimated $7.71K.
BWX Technologies made up 0.15% of Advisor Resource Council's portfolio in Q2 2026, its #141 holding.
Advisor Resource Council first reported a position in BWX Technologies in Q3 2023 and has held it in 9 quarters since.
Advisor Resource Council's BWX Technologies position peaked at $1.93M in Q1 2025.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.