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Bartlett & Co Wealth Management’s BWX Technologies BWXT Stock Holding History

Bartlett & Co 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 		$34.3K Buy
176
+76
+76% +$15.8K ﹤0.01% 801
2026
Q1 		$21.7K Hold
100
– – ﹤0.01% 810
2025
Q4 		$17.3K Hold
100
– – ﹤0.01% 846
2025
Q3 		$18.4K Hold
100
– – ﹤0.01% 833
2025
Q2 		$14.4K Hold
100
– – ﹤0.01% 866
2025
Q1 		$9.87K Hold
100
– – ﹤0.01% 913
2024
Q4 		$11.1K Buy
+100
New +$12.2K ﹤0.01% 899

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

Bartlett & Co Wealth Management's BWXT Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its BWX Technologies (BWXT) stake by 76% in Q2 2026, buying an estimated $15.8K and bringing the position to 176 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Bartlett & Co Wealth Management first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Bartlett & Co Wealth Management held 176 shares of BWX Technologies worth $34.3K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 76 BWX Technologies shares in Q2 2026, an estimated $15.8K.
  • BWX Technologies made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #801 holding.
  • Bartlett & Co Wealth Management first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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