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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
Q2 		$6.33K Sell
36
-12
-25% -$2.5K ﹤0.01% 1029
2026
Q1 		$9.71K 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 		$9.51K 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 +$9.76K ﹤0.01% 668

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

Cornerstone Planning Group's BWXT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its BWX Technologies (BWXT) stake by 25% in Q2 2026, selling an estimated $2.5K and leaving 36 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Cornerstone Planning Group first reported a position in BWXT in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.7K in Q1 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Cornerstone Planning Group held 36 shares of BWX Technologies worth $6.33K as of Q2 2026.
  • Cornerstone Planning Group sold 12 BWX Technologies shares in Q2 2026, an estimated $2.5K.
  • BWX Technologies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1029 holding.
  • Cornerstone Planning Group first reported a position in BWX Technologies in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's BWX Technologies position peaked at $13.7K in Q1 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.