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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
Q3 		$205K Sell
1,499
-104
-6% -$17K 0.02% 227
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

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Capital Advisors Wealth Management's BWXT Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its BWX Technologies (BWXT) stake by 6.5% in Q3 2026, selling an estimated $17K and leaving 1,499 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #227.

Capital Advisors Wealth Management first reported a position in BWXT in Q3 2025 and has held it in 5 quarters since. The position peaked at $324K in Q1 2026. 27 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Capital Advisors Wealth Management held 1,499 shares of BWX Technologies worth $205K as of Q3 2026.
  • Capital Advisors Wealth Management sold 104 BWX Technologies shares in Q3 2026, an estimated $17K.
  • BWX Technologies made up 0.02% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #227 holding.
  • Capital Advisors Wealth Management first reported a position in BWX Technologies in Q3 2025 and has held it in 5 quarters since.
  • Capital Advisors Wealth Management's BWX Technologies position peaked at $324K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.