Grant Private Wealth Management’s BWX Technologies BWXT Stock Holding History

Grant Private Wealth Management’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	$206K	Sell	1,057 -19	-2%	-$3.96K	0.09%	158
2026 Q1	$220K	Sell	1,076 -225	-17%	-$45.7K	0.12%	141
2025 Q4	$225K	Hold	1,301	–	–	0.14%	122
2025 Q3	$240K	Buy	+1,301	New	+$209K	0.15%	118

Other funds holding BWXT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Grant Private Wealth Management's BWXT Position: Q2 2026 in Review

Grant Private Wealth Management reduced its BWX Technologies (BWXT) stake by 1.8% in Q2 2026, selling an estimated $3.96K and leaving 1,057 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #158.

Grant Private Wealth Management first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $240K in Q3 2025. 339 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Grant Private Wealth Management held 1,057 shares of BWX Technologies worth $206K as of Q2 2026.
Grant Private Wealth Management sold 19 BWX Technologies shares in Q2 2026, an estimated $3.96K.
BWX Technologies made up 0.09% of Grant Private Wealth Management's portfolio in Q2 2026, its #158 holding.
Grant Private Wealth Management first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
Grant Private Wealth Management's BWX Technologies position peaked at $240K in Q3 2025.
339 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.