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Demars Financial Group’s BWX Technologies BWXT Stock Holding History

Demars Financial 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 		$6.12M Sell
31,422
-4,128
-12% -$860K 1.69% 10
2026
Q1 		$7.27M Sell
35,550
-1,488
-4% -$302K 2.39% 8
2025
Q4 		$6.4M Buy
37,038
+695
+2% +$130K 2.14% 9
2025
Q3 		$6.7M Buy
36,343
+595
+2% +$95.7K 2.32% 8
2025
Q2 		$5.15M Sell
35,748
-7,802
-18% -$912K 1.98% 8
2025
Q1 		$4.3M Buy
43,550
+3,310
+8% +$359K 1.82% 11
2024
Q4 		$4.48M Sell
40,240
-7,400
-16% -$904K 1.96% 10
2024
Q3 		$5.18M Buy
47,640
+961
+2% +$95.5K 2.36% 11
2024
Q2 		$4.43M Buy
46,679
+1,344
+3% +$125K 2.13% 11
2024
Q1 		$4.65M Buy
45,335
+692
+2% +$61.9K 2.29% 11
2023
Q4 		$3.43M Buy
44,643
+37,520
+527% +$2.88M 1.83% 12
2023
Q3 		$534K Sell
7,123
-634
-8% -$45.8K 0.31% 45
2023
Q2 		$555K Sell
7,757
-382
-5% -$25K 0.31% 46
2023
Q1 		$513K Buy
+8,139
New +$491K 0.28% 49

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

Demars Financial Group's BWXT Position: Q2 2026 in Review

Demars Financial Group reduced its BWX Technologies (BWXT) stake by 12% in Q2 2026, selling an estimated $860K and leaving 31,422 shares worth $6.12M. The position accounts for 1.69% of the portfolio, ranked #10.

Demars Financial Group first reported a position in BWXT in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.27M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Demars Financial Group held 31,422 shares of BWX Technologies worth $6.12M as of Q2 2026.
  • Demars Financial Group sold 4,128 BWX Technologies shares in Q2 2026, an estimated $860K.
  • BWX Technologies made up 1.69% of Demars Financial Group's portfolio in Q2 2026, its #10 holding.
  • Demars Financial Group first reported a position in BWX Technologies in Q1 2023 and has held it in 14 quarters since.
  • Demars Financial Group's BWX Technologies position peaked at $7.27M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.