FourThought Financial Partners’s BWX Technologies BWXT Stock Holding History

FourThought Financial Partners’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	$258K	Sell	1,327 -4	-0.3%	-$833	0.02%	319
2026 Q1	$272K	Sell	1,331 -307	-19%	-$62.3K	0.02%	289
2025 Q4	$283K	Buy	1,638 +28	+2%	+$5.25K	0.02%	344
2025 Q3	$297K	Buy	+1,610	New	+$259K	0.03%	354
2025 Q2	–	Sell	-2,382	Closed	-$235K	–	307
2025 Q1	$235K	Hold	2,382	–	–	0.02%	278
2024 Q4	$265K	Buy	+2,382	New	+$291K	0.03%	258
2024 Q2	–	Sell	-2,382	Closed	-$244K	–	207
2024 Q1	$244K	Buy	+2,382	New	+$213K	0.03%	281

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FourThought Financial Partners's BWXT Position: Q2 2026 in Review

FourThought Financial Partners reduced its BWX Technologies (BWXT) stake by 0.3% in Q2 2026, selling an estimated $833 and leaving 1,327 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #319.

FourThought Financial Partners first reported a position in BWXT in Q1 2024 and has held it in 7 quarters since. The position peaked at $297K in Q3 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

FourThought Financial Partners held 1,327 shares of BWX Technologies worth $258K as of Q2 2026.
FourThought Financial Partners sold 4 BWX Technologies shares in Q2 2026, an estimated $833.
BWX Technologies made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #319 holding.
FourThought Financial Partners first reported a position in BWX Technologies in Q1 2024 and has held it in 7 quarters since.
FourThought Financial Partners's BWX Technologies position peaked at $297K in Q3 2025.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.