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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
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

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

Financial Management Professionals's BWXT Position: Q2 2026 in Review

Financial Management Professionals held its BWX Technologies (BWXT) position steady in Q2 2026 at 3 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Financial Management Professionals first reported a position in BWXT in Q3 2024 and has held it in 6 quarters since. The position peaked at $613 in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Financial Management Professionals held 3 shares of BWX Technologies worth $584 as of Q2 2026.
  • Financial Management Professionals left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #942 holding.
  • Financial Management Professionals first reported a position in BWX Technologies in Q3 2024 and has held it in 6 quarters since.
  • Financial Management Professionals's BWX Technologies position peaked at $613 in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.