DWM
BWXT icon

Dogwood Wealth Management’s BWX Technologies BWXT Stock Holding History

Dogwood 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
2026
Q2 		$3.31K Hold
17
– – ﹤0.01% 583
2026
Q1 		$3.48K Hold
17
– – ﹤0.01% 544
2025
Q4 		$2.94K Buy
+17
New +$3.19K ﹤0.01% 504

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's BWXT Position: Q2 2026 in Review

Dogwood Wealth Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 17 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Dogwood Wealth Management first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.48K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Dogwood Wealth Management held 17 shares of BWX Technologies worth $3.31K as of Q2 2026.
  • Dogwood Wealth Management left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #583 holding.
  • Dogwood Wealth Management first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's BWX Technologies position peaked at $3.48K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.