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Avion Wealth’s BWX Technologies BWXT Stock Holding History

Avion Wealth’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 		$1K Buy
8
+5
+167% +$1.04K ﹤0.01% 1198
2026
Q1 		$0 Hold
3
– – ﹤0.01% 1269
2025
Q4 		$0 Buy
+3
New +$563 ﹤0.01% 1263
2024
Q1 		– Sell
-8
Closed -$1K – 1157
2023
Q4 		$1K Hold
8
– – ﹤0.01% 710
2023
Q3 		$0 Hold
8
– – ﹤0.01% 833
2023
Q2 		$0 Sell
8
-4
-33% -$261 ﹤0.01% 738
2023
Q1 		$0 Buy
+12
New +$723 ﹤0.01% 554

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

Avion Wealth's BWXT Position: Q2 2026 in Review

Avion Wealth increased its BWX Technologies (BWXT) stake by 167% in Q2 2026, buying an estimated $1.04K and bringing the position to 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Avion Wealth first reported a position in BWXT in Q1 2023 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Avion Wealth held 8 shares of BWX Technologies worth $1K as of Q2 2026.
  • Avion Wealth bought 5 BWX Technologies shares in Q2 2026, an estimated $1.04K.
  • BWX Technologies made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1198 holding.
  • Avion Wealth first reported a position in BWX Technologies in Q1 2023 and has held it in 7 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.