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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
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

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

Beacon Financial Advisory's BWXT Position: Q2 2026 in Review

Beacon Financial Advisory increased its BWX Technologies (BWXT) stake by 0.12% in Q2 2026, buying an estimated $625 and bringing the position to 2,487 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #251.

Beacon Financial Advisory first reported a position in BWXT in Q2 2024 and has held it in 9 quarters since. The position peaked at $508K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Beacon Financial Advisory held 2,487 shares of BWX Technologies worth $484K as of Q2 2026.
  • Beacon Financial Advisory bought 3 BWX Technologies shares in Q2 2026, an estimated $625.
  • BWX Technologies made up 0.1% of Beacon Financial Advisory's portfolio in Q2 2026, its #251 holding.
  • Beacon Financial Advisory first reported a position in BWX Technologies in Q2 2024 and has held it in 9 quarters since.
  • Beacon Financial Advisory's BWX Technologies position peaked at $508K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.