CWA
BWXT icon

Carolina Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Carolina Wealth Advisors’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 		$21.8K Hold
112
– – 0.01% 152
2026
Q1 		$22.9K Hold
112
– – 0.01% 131
2025
Q4 		$19.4K Hold
112
– – 0.01% 153
2025
Q3 		$20.6K Buy
112
+50
+81% +$8.04K 0.01% 141
2025
Q2 		$8.93K Hold
62
– – ﹤0.01% 151
2025
Q1 		$6.12K Hold
62
– – ﹤0.01% 178
2024
Q4 		$6.91K Hold
62
– – ﹤0.01% 163
2024
Q3 		$6.74K Hold
62
– – ﹤0.01% 200
2024
Q2 		$5.89K Hold
62
– – ﹤0.01% 162
2024
Q1 		$6.36K Buy
+62
New +$5.55K ﹤0.01% 163

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

Carolina Wealth Advisors's BWXT Position: Q2 2026 in Review

Carolina Wealth Advisors held its BWX Technologies (BWXT) position steady in Q2 2026 at 112 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #152.

Carolina Wealth Advisors first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.9K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Carolina Wealth Advisors held 112 shares of BWX Technologies worth $21.8K as of Q2 2026.
  • Carolina Wealth Advisors left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Carolina Wealth Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • Carolina Wealth Advisors's BWX Technologies position peaked at $22.9K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.