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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return