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Congress Wealth Management’s BWX Technologies BWXT Stock Holding History

Congress Wealth 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
2025
Q2 		$856K Buy
5,940
+3,736
+170% +$436K 0.01% 751
2025
Q1 		$218K Sell
2,204
-45
-2% -$4.88K ﹤0.01% 1018
2024
Q4 		$251K Buy
2,249
+125
+6% +$15.3K ﹤0.01% 803
2024
Q3 		$231K Buy
+2,124
New +$211K ﹤0.01% 796

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's BWXT Position: Q2 2025 in Review

Congress Wealth Management increased its BWX Technologies (BWXT) stake by 170% in Q2 2025, buying an estimated $436K and bringing the position to 5,940 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #751.

Congress Wealth Management first reported a position in BWXT in Q3 2024 and has held it in 4 quarters since. 651 funds tracked by Wall St. Rank hold BWXT as of Q2 2025.

  • Congress Wealth Management held 5,940 shares of BWX Technologies worth $856K as of Q2 2025.
  • Congress Wealth Management bought 3,736 BWX Technologies shares in Q2 2025, an estimated $436K.
  • BWX Technologies made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #751 holding.
  • Congress Wealth Management first reported a position in BWX Technologies in Q3 2024 and has held it in 4 quarters since.
  • 651 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.