Cedar Mountain Advisors
BWXT icon

Cedar Mountain Advisors’s BWX Technologies BWXT Stock Holding History

Cedar Mountain 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
Q3 		$4.38K Hold
32
– – ﹤0.01% 682
2026
Q2 		$6.23K Hold
32
– – ﹤0.01% 631
2026
Q1 		$6.54K Buy
+32
New +$6.5K ﹤0.01% 568

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Copeland Capital Management
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RIA
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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
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Stonebridge Financial Group (Pennsylvania)
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Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Cedar Mountain Advisors's BWXT Position: Q3 2026 in Review

Cedar Mountain Advisors held its BWX Technologies (BWXT) position steady in Q3 2026 at 32 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Cedar Mountain Advisors first reported a position in BWXT in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.54K in Q1 2026. 119 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Cedar Mountain Advisors held 32 shares of BWX Technologies worth $4.38K as of Q3 2026.
  • Cedar Mountain Advisors left its BWX Technologies share count unchanged in Q3 2026.
  • BWX Technologies made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #682 holding.
  • Cedar Mountain Advisors first reported a position in BWX Technologies in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's BWX Technologies position peaked at $6.54K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.