Beacon Financial Advisory
BWXT icon

Beacon Financial Advisory’s BWX Technologies BWXT Stock Holding History

Beacon Financial Advisory’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 		$341K Buy
2,492
+5
+0.2% +$816 0.06% 314
2026
Q2 		$484K Buy
2,487
+3
+0.1% +$625 0.1% 251
2026
Q1 		$508K Buy
2,484
+9
+0.4% +$1.83K 0.11% 227
2025
Q4 		$428K Hold
2,475
– – 0.1% 234
2025
Q3 		$456K Buy
2,475
+1
+0% +$161 0.11% 222
2025
Q2 		$356K Buy
2,474
+5
+0.2% +$584 0.09% 250
2025
Q1 		$244K Hold
2,469
– – 0.07% 285
2024
Q4 		$275K Hold
2,469
– – 0.09% 240
2024
Q3 		$268K Buy
2,469
+60
+2% +$5.96K 0.09% 236
2024
Q2 		$229K Buy
+2,409
New +$223K 0.09% 248

Other funds holding BWXT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Beacon Financial Advisory's BWXT Position: Q3 2026 in Review

Beacon Financial Advisory increased its BWX Technologies (BWXT) stake by 0.2% in Q3 2026, buying an estimated $816 and bringing the position to 2,492 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #314.

Beacon Financial Advisory first reported a position in BWXT in Q2 2024 and has held it in 10 quarters since. The position peaked at $508K in Q1 2026. 397 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Beacon Financial Advisory held 2,492 shares of BWX Technologies worth $341K as of Q3 2026.
  • Beacon Financial Advisory bought 5 BWX Technologies shares in Q3 2026, an estimated $816.
  • BWX Technologies made up 0.06% of Beacon Financial Advisory's portfolio in Q3 2026, its #314 holding.
  • Beacon Financial Advisory first reported a position in BWX Technologies in Q2 2024 and has held it in 10 quarters since.
  • Beacon Financial Advisory's BWX Technologies position peaked at $508K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.