Benjamin Edwards Inc’s BWX Technologies BWXT Stock Holding History

Benjamin Edwards Inc’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	$258K	Buy	1,328 +100	+8%	+$20.8K	﹤0.01%	1294
2026 Q1	$251K	Sell	1,228 -221	-15%	-$44.9K	﹤0.01%	1240
2025 Q4	$250K	Sell	1,449 -68	-4%	-$12.8K	﹤0.01%	1187
2025 Q3	$280K	Buy	1,517 +42	+3%	+$6.76K	﹤0.01%	1126
2025 Q2	$212K	Buy	+1,475	New	+$172K	﹤0.01%	1103
2025 Q1	–	Sell	-3,687	Closed	-$411K	–	1089
2024 Q4	$411K	Buy	3,687 +1,564	+74%	+$191K	0.01%	886
2024 Q3	$231K	Buy	2,123 +1,067	+101%	+$106K	﹤0.01%	1026
2024 Q2	$100K	Buy	+1,056	New	+$97.9K	0.02%	422

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

Benjamin Edwards Inc's BWXT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its BWX Technologies (BWXT) stake by 8.1% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,328 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Benjamin Edwards Inc first reported a position in BWXT in Q2 2024 and has held it in 8 quarters since. The position peaked at $411K in Q4 2024. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Benjamin Edwards Inc held 1,328 shares of BWX Technologies worth $258K as of Q2 2026.
Benjamin Edwards Inc bought 100 BWX Technologies shares in Q2 2026, an estimated $20.8K.
BWX Technologies made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1294 holding.
Benjamin Edwards Inc first reported a position in BWX Technologies in Q2 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's BWX Technologies position peaked at $411K in Q4 2024.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.