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Axxcess Wealth Management’s BWX Technologies BWXT Stock Holding History

Axxcess 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 		$991K Buy
5,093
+1,370
+37% +$285K 0.02% 533
2026
Q1 		$761K Buy
3,723
+632
+20% +$128K 0.02% 265
2025
Q4 		$534K Sell
3,091
-2,305
-43% -$432K 0.01% 685
2025
Q3 		$995K Buy
5,396
+1,650
+44% +$265K 0.02% 446
2025
Q2 		$540K Buy
+3,746
New +$438K 0.01% 575

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

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

Axxcess Wealth Management increased its BWX Technologies (BWXT) stake by 37% in Q2 2026, buying an estimated $285K and bringing the position to 5,093 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #533.

Axxcess Wealth Management first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $995K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Axxcess Wealth Management held 5,093 shares of BWX Technologies worth $991K as of Q2 2026.
  • Axxcess Wealth Management bought 1,370 BWX Technologies shares in Q2 2026, an estimated $285K.
  • BWX Technologies made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Axxcess Wealth Management first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Axxcess Wealth Management's BWX Technologies position peaked at $995K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.