Concord Wealth Partners’s BWX Technologies BWXT Stock Holding History

Concord Wealth Partners’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	$23.9K	Buy	+123	New	+$25.6K	﹤0.01%	457
2026 Q1	–	Sell	-3	Closed	-$519	–	279
2025 Q4	$519	Buy	+3	New	+$563	﹤0.01%	755
2022 Q2	–	Sell	-23	Closed	-$1K	–	1250
2022 Q1	$1K	Buy	23 +7	+44%	+$344	﹤0.01%	1177
2021 Q4	$1K	Buy	+16	New	+$837	﹤0.01%	1200

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's BWXT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in BWX Technologies (BWXT) in Q2 2026: 123 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BWXT as recently as Q4 2025.

Concord Wealth Partners first reported a position in BWXT in Q4 2021 and has held it in 4 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Concord Wealth Partners held 123 shares of BWX Technologies worth $23.9K as of Q2 2026.
BWX Technologies was a new Concord Wealth Partners position in Q2 2026.
BWX Technologies made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #457 holding.
Concord Wealth Partners first reported a position in BWX Technologies in Q4 2021 and has held it in 4 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.