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Bogart Wealth LLC’s BWX Technologies BWXT Stock Holding History

Bogart Wealth LLC’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 		$16K Buy
82
+2
+3% +$417 ﹤0.01% 861
2026
Q1 		$16.4K Buy
80
+13
+19% +$2.64K ﹤0.01% 774
2025
Q4 		$11.6K Sell
67
-12
-15% -$2.25K ﹤0.01% 834
2025
Q3 		$14.6K Buy
79
+3
+4% +$483 ﹤0.01% 748
2025
Q2 		$11K Buy
76
+5
+7% +$584 ﹤0.01% 779
2025
Q1 		$7.01K Hold
71
– – ﹤0.01% 840
2024
Q4 		$7.92K Hold
71
– – ﹤0.01% 785
2024
Q3 		$7.72K Buy
71
+4
+6% +$397 ﹤0.01% 745
2024
Q2 		$6.37K Buy
67
+8
+14% +$742 ﹤0.01% 741
2024
Q1 		$6.05K Hold
59
– – ﹤0.01% 730
2023
Q4 		$4.53K Hold
59
– – ﹤0.01% 771
2023
Q3 		$4.42K Hold
59
– – ﹤0.01% 739
2023
Q2 		$4.22K Hold
59
– – ﹤0.01% 750
2023
Q1 		$3.72K Buy
+59
New +$3.56K ﹤0.01% 783

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's BWXT Position: Q2 2026 in Review

Bogart Wealth LLC increased its BWX Technologies (BWXT) stake by 2.5% in Q2 2026, buying an estimated $417 and bringing the position to 82 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Bogart Wealth LLC first reported a position in BWXT in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.4K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Bogart Wealth LLC held 82 shares of BWX Technologies worth $16K as of Q2 2026.
  • Bogart Wealth LLC bought 2 BWX Technologies shares in Q2 2026, an estimated $417.
  • BWX Technologies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #861 holding.
  • Bogart Wealth LLC first reported a position in BWX Technologies in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's BWX Technologies position peaked at $16.4K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.