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Blue Bell Private Wealth Management’s BWX Technologies BWXT Stock Holding History

Blue Bell Private 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 		$16.4K Buy
84
+25
+42% +$5.21K ﹤0.01% 540
2026
Q1 		$12.1K Buy
59
+57
+2,850% +$11.6K ﹤0.01% 549
2025
Q4 		$346 Hold
2
– – ﹤0.01% 704
2025
Q3 		$369 Sell
2
-53
-96% -$8.53K ﹤0.01% 713
2025
Q2 		$7.92K Buy
+55
New +$6.43K ﹤0.01% 547

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

Blue Bell Private Wealth Management's BWXT Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its BWX Technologies (BWXT) stake by 42% in Q2 2026, buying an estimated $5.21K and bringing the position to 84 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Blue Bell Private Wealth Management first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Blue Bell Private Wealth Management held 84 shares of BWX Technologies worth $16.4K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 25 BWX Technologies shares in Q2 2026, an estimated $5.21K.
  • BWX Technologies made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #540 holding.
  • Blue Bell Private Wealth Management first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.