Cornerstone Planning Group
BWXT icon

Cornerstone Planning Group’s BWX Technologies BWXT Stock Holding History

Cornerstone Planning Group’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 		– Sell
-36
Closed -$6.33K – 385
2026
Q2 		$6.33K Sell
36
-12
-25% -$2.5K ﹤0.01% 1029
2026
Q1 		$9.7K Buy
48
+21
+78% +$4.26K ﹤0.01% 899
2025
Q4 		$5.86K Sell
27
-3
-10% -$563 ﹤0.01% 941
2025
Q3 		$6.43K Buy
30
+8
+36% +$1.29K ﹤0.01% 883
2025
Q2 		$4.01K Sell
22
-109
-83% -$12.7K ﹤0.01% 779
2025
Q1 		$13.7K Buy
131
+55
+72% +$5.97K ﹤0.01% 489
2024
Q4 		$8.46K Hold
76
– – ﹤0.01% 464
2024
Q3 		$9.5K Hold
76
– – ﹤0.01% 424
2024
Q2 		$6.98K Hold
76
– – ﹤0.01% 508
2024
Q1 		$7.34K Buy
76
+1
+1% +$89 ﹤0.01% 459
2023
Q4 		$5.77K Hold
75
– – ﹤0.01% 509
2023
Q3 		$5.62K Sell
75
-96
-56% -$6.94K ﹤0.01% 511
2023
Q2 		$12.2K Buy
+171
New +$11.2K ﹤0.01% 574
2022
Q4 		$9.48K Buy
+170
New +$9.8K ﹤0.01% 668

Other funds holding BWXT

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 35.29% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Cornerstone Planning Group's BWXT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 36 shares — an estimated $6.33K sold.

Cornerstone Planning Group first reported a position in BWXT in Q4 2022 and held it in 14 quarters. The position peaked at $13.7K in Q1 2025. 119 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 36 BWX Technologies shares in Q3 2026, an estimated $6.33K.
  • Cornerstone Planning Group first reported a position in BWX Technologies in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's BWX Technologies position peaked at $13.7K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.