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GoalVest Advisory’s BWX Technologies BWXT Stock Holding History

GoalVest Advisory’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 		– Sell
-2,590
Closed -$530K – 511
2026
Q1 		$530K Hold
2,590
– – 0.1% 102
2025
Q4 		$448K Hold
2,590
– – 0.09% 107
2025
Q3 		$478K Hold
2,590
– – 0.1% 97
2025
Q2 		$373K Buy
+2,590
New +$303K 0.09% 96

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

GoalVest Advisory's BWXT Position: Q2 2026 in Review

GoalVest Advisory sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 2,590 shares — an estimated $530K sold.

GoalVest Advisory first reported a position in BWXT in Q2 2025 and held it in 4 quarters. The position peaked at $530K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • GoalVest Advisory reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 2,590 BWX Technologies shares in Q2 2026, an estimated $530K.
  • GoalVest Advisory first reported a position in BWX Technologies in Q2 2025 and held it in 4 quarters.
  • GoalVest Advisory's BWX Technologies position peaked at $530K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.