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Compass Financial Management’s BWX Technologies BWXT Stock Holding History

Compass Financial 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 		$6.55K Buy
+38
New +$7.91K ﹤0.01% 1137

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

Compass Financial Management's BWXT Position: Q2 2026 in Review

Compass Financial Management opened a new position in BWX Technologies (BWXT) in Q2 2026: 38 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings.

803 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Compass Financial Management held 38 shares of BWX Technologies worth $6.55K as of Q2 2026.
  • BWX Technologies was a new Compass Financial Management position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1137 holding.
  • 803 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.