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Arkfeld Wealth Strategies’s BWX Technologies BWXT Stock Holding History

Arkfeld Wealth Strategies’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 		$4.35M Buy
22,117
+4
+0% +$833 1.3% 20
2026
Q1 		$5.27M Sell
22,113
-377
-2% -$76.6K 1.67% 18
2025
Q4 		$4.32M Sell
22,490
-224
-1% -$42K 1.49% 19
2025
Q3 		$4.24M Sell
22,714
-584
-3% -$94K 1.55% 17
2025
Q2 		$3.35M Sell
23,298
-16
-0.1% -$1.87K 1.32% 21
2025
Q1 		$2.43M Buy
23,314
+4,581
+24% +$497K 1.05% 24
2024
Q4 		$2.15M Buy
18,733
+1,002
+6% +$122K 0.99% 24
2024
Q3 		$2.09M Buy
17,731
+226
+1% +$22.4K 1.01% 22
2024
Q2 		$1.67M Buy
17,505
+5,648
+48% +$524K 0.85% 24
2024
Q1 		$1.14M Buy
+11,857
New +$1.06M 0.63% 32

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

Arkfeld Wealth Strategies's BWXT Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its BWX Technologies (BWXT) stake by 0.02% in Q2 2026, buying an estimated $833 and bringing the position to 22,117 shares worth $4.35M. The position accounts for 1.3% of the portfolio, ranked #20.

Arkfeld Wealth Strategies first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.27M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Arkfeld Wealth Strategies held 22,117 shares of BWX Technologies worth $4.35M as of Q2 2026.
  • Arkfeld Wealth Strategies bought 4 BWX Technologies shares in Q2 2026, an estimated $833.
  • BWX Technologies made up 1.3% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #20 holding.
  • Arkfeld Wealth Strategies first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • Arkfeld Wealth Strategies's BWX Technologies position peaked at $5.27M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.