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Forum Finance Group’s BWX Technologies BWXT Stock Holding History

Forum Finance 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 		$124K Hold
790
– – 0.04% 178
2026
Q1 		$135K Buy
+790
New +$160K 0.07% 152

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

Forum Finance Group's BWXT Position: Q2 2026 in Review

Forum Finance Group held its BWX Technologies (BWXT) position steady in Q2 2026 at 790 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #178.

Forum Finance Group first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $135K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Forum Finance Group held 790 shares of BWX Technologies worth $124K as of Q2 2026.
  • Forum Finance Group left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.04% of Forum Finance Group's portfolio in Q2 2026, its #178 holding.
  • Forum Finance Group first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's BWX Technologies position peaked at $135K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.