Axxcess Wealth Management
BWXT icon

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
Q3 		– Sell
-5,093
Closed -$991K – 1019
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Axxcess Wealth Management's BWXT Position: Q3 2026 in Review

Axxcess Wealth Management sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 5,093 shares — an estimated $991K sold.

Axxcess Wealth Management first reported a position in BWXT in Q2 2025 and held it in 5 quarters. The position peaked at $995K in Q3 2025. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Axxcess Wealth Management reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,093 BWX Technologies shares in Q3 2026, an estimated $991K.
  • Axxcess Wealth Management first reported a position in BWX Technologies in Q2 2025 and held it in 5 quarters.
  • Axxcess Wealth Management's BWX Technologies position peaked at $995K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.