BPI
BWXT icon

BFC Planning, Inc.’s BWX Technologies BWXT Stock Holding History

BFC Planning, Inc.’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 		$56K Buy
288
+43
+18% +$8.96K ﹤0.01% 1499
2026
Q1 		$50.1K Sell
245
-63
-20% -$12.8K ﹤0.01% 1337
2025
Q4 		$53.2K Sell
308
-113
-27% -$21.2K ﹤0.01% 1338
2025
Q3 		$77.6K Sell
421
-39
-8% -$6.28K 0.01% 1016
2025
Q2 		$66.2K Sell
460
-39
-8% -$4.56K 0.01% 1023
2025
Q1 		$49.2K Buy
499
+54
+12% +$5.86K ﹤0.01% 1112
2024
Q4 		$49.5K Buy
+445
New +$54.4K ﹤0.01% 1112

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 $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 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 $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFC Planning, Inc.'s BWXT Position: Q2 2026 in Review

BFC Planning, Inc. increased its BWX Technologies (BWXT) stake by 18% in Q2 2026, buying an estimated $8.96K and bringing the position to 288 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

BFC Planning, Inc. first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.6K in Q3 2025. 857 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • BFC Planning, Inc. held 288 shares of BWX Technologies worth $56K as of Q2 2026.
  • BFC Planning, Inc. bought 43 BWX Technologies shares in Q2 2026, an estimated $8.96K.
  • BWX Technologies made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1499 holding.
  • BFC Planning, Inc. first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s BWX Technologies position peaked at $77.6K in Q3 2025.
  • 857 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.