Financial Management Professionals
BWXT icon

Financial Management Professionals’s BWX Technologies BWXT Stock Holding History

Financial Management Professionals’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
-3
Closed -$584 – 1062
2026
Q2 		$584 Hold
3
– – ﹤0.01% 942
2026
Q1 		$613 Hold
3
– – ﹤0.01% 860
2025
Q4 		$519 Hold
3
– – ﹤0.01% 870
2025
Q3 		$553 Buy
+3
New +$483 ﹤0.01% 849
2025
Q1 		– Sell
-1
Closed -$111 – 1001
2024
Q4 		$111 Hold
1
– – ﹤0.01% 967
2024
Q3 		$0 Buy
+1
New +$99 ﹤0.01% 938

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 $822M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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 37.68% 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
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

Financial Management Professionals's BWXT Position: Q3 2026 in Review

Financial Management Professionals sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 3 shares — an estimated $584 sold.

Financial Management Professionals first reported a position in BWXT in Q3 2024 and held it in 6 quarters. The position peaked at $613 in Q1 2026. 240 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Financial Management Professionals reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 3 BWX Technologies shares in Q3 2026, an estimated $584.
  • Financial Management Professionals first reported a position in BWX Technologies in Q3 2024 and held it in 6 quarters.
  • Financial Management Professionals's BWX Technologies position peaked at $613 in Q1 2026.
  • 240 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.