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Capital Advisors Wealth Management’s BWX Technologies BWXT Stock Holding History

Capital Advisors 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 		$312K Buy
1,603
+16
+1% +$3.33K 0.04% 185
2026
Q1 		$324K Buy
1,587
+27
+2% +$5.48K 0.04% 164
2025
Q4 		$270K Buy
1,560
+201
+15% +$37.7K 0.04% 187
2025
Q3 		$251K Buy
+1,359
New +$219K 0.04% 190

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

Capital Advisors Wealth Management's BWXT Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its BWX Technologies (BWXT) stake by 1% in Q2 2026, buying an estimated $3.33K and bringing the position to 1,603 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #185.

Capital Advisors Wealth Management first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Capital Advisors Wealth Management held 1,603 shares of BWX Technologies worth $312K as of Q2 2026.
  • Capital Advisors Wealth Management bought 16 BWX Technologies shares in Q2 2026, an estimated $3.33K.
  • BWX Technologies made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Capital Advisors Wealth Management first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • Capital Advisors Wealth Management's BWX Technologies position peaked at $324K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.