Belpointe Asset Management’s BWX Technologies BWXT Stock Holding History

Belpointe Asset 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	$771K	Buy	3,963 +1,703	+75%	+$355K	0.03%	573
2026 Q1	$462K	Buy	+2,260	New	+$459K	0.02%	714
2023 Q2	–	Sell	-1,616	Closed	-$102K	–	973
2023 Q1	$102K	Buy	1,616 +1,521	+1,601%	+$91.7K	0.01%	1296
2022 Q4	$5.52K	Buy	+95	New	+$5.46K	﹤0.01%	2896

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Belpointe Asset Management's BWXT Position: Q2 2026 in Review

Belpointe Asset Management increased its BWX Technologies (BWXT) stake by 75% in Q2 2026, buying an estimated $355K and bringing the position to 3,963 shares worth $771K. The position accounts for 0.03% of the portfolio, ranked #573.

Belpointe Asset Management first reported a position in BWXT in Q4 2022 and has held it in 4 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Belpointe Asset Management held 3,963 shares of BWX Technologies worth $771K as of Q2 2026.
Belpointe Asset Management bought 1,703 BWX Technologies shares in Q2 2026, an estimated $355K.
BWX Technologies made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #573 holding.
Belpointe Asset Management first reported a position in BWX Technologies in Q4 2022 and has held it in 4 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.