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Aries Wealth Management’s BWX Technologies BWXT Stock Holding History

Aries 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 		$277K Buy
1,422
+280
+25% +$58.3K 0.05% 207
2026
Q1 		$234K Buy
+1,142
New +$232K 0.05% 210
2025
Q4 		– Sell
-1,142
Closed -$211K – 234
2025
Q3 		$211K Buy
+1,142
New +$184K 0.05% 226

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

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

Aries Wealth Management increased its BWX Technologies (BWXT) stake by 25% in Q2 2026, buying an estimated $58.3K and bringing the position to 1,422 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #207.

Aries Wealth Management first reported a position in BWXT in Q3 2025 and has held it in 3 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Aries Wealth Management held 1,422 shares of BWX Technologies worth $277K as of Q2 2026.
  • Aries Wealth Management bought 280 BWX Technologies shares in Q2 2026, an estimated $58.3K.
  • BWX Technologies made up 0.05% of Aries Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Aries Wealth Management first reported a position in BWX Technologies in Q3 2025 and has held it in 3 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.