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AE Wealth Management’s BWX Technologies BWXT Stock Holding History

AE Wealth Management’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 		$8.19M Buy
42,057
+13,532
+47% +$2.82M 0.04% 336
2026
Q1 		$5.83M Buy
28,525
+3,156
+12% +$641K 0.03% 379
2025
Q4 		$4.38M Buy
25,369
+22,450
+769% +$4.21M 0.03% 426
2025
Q3 		$538K Sell
2,919
-204
-7% -$32.8K ﹤0.01% 945
2025
Q2 		$450K Sell
3,123
-59
-2% -$6.89K ﹤0.01% 962
2025
Q1 		$314K Buy
+3,182
New +$345K ﹤0.01% 1068

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's BWXT Position: Q2 2026 in Review

AE Wealth Management increased its BWX Technologies (BWXT) stake by 47% in Q2 2026, buying an estimated $2.82M and bringing the position to 42,057 shares worth $8.19M. The position accounts for 0.04% of the portfolio, ranked #336.

AE Wealth Management first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • AE Wealth Management held 42,057 shares of BWX Technologies worth $8.19M as of Q2 2026.
  • AE Wealth Management bought 13,532 BWX Technologies shares in Q2 2026, an estimated $2.82M.
  • BWX Technologies made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #336 holding.
  • AE Wealth Management first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.