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HHM Wealth Advisors’s BWX Technologies BWXT Stock Holding History

HHM Wealth Advisors’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 		$116K Hold
595
– – 0.01% 274
2026
Q1 		$122K Buy
595
+105
+21% +$21.3K 0.01% 246
2025
Q4 		$84.7K Buy
490
+30
+7% +$5.63K 0.01% 290
2025
Q3 		$84.8K Hold
460
– – 0.01% 298
2025
Q2 		$66.3K Buy
460
+70
+18% +$8.18K 0.01% 328
2025
Q1 		$38.5K Buy
390
+100
+34% +$10.9K 0.01% 403
2024
Q4 		$32.3K Buy
290
+90
+45% +$11K ﹤0.01% 430
2024
Q3 		$21.7K Buy
+200
New +$19.9K ﹤0.01% 449

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's BWXT Position: Q2 2026 in Review

HHM Wealth Advisors held its BWX Technologies (BWXT) position steady in Q2 2026 at 595 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #274.

HHM Wealth Advisors first reported a position in BWXT in Q3 2024 and has held it in 8 quarters since. The position peaked at $122K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • HHM Wealth Advisors held 595 shares of BWX Technologies worth $116K as of Q2 2026.
  • HHM Wealth Advisors left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • HHM Wealth Advisors first reported a position in BWX Technologies in Q3 2024 and has held it in 8 quarters since.
  • HHM Wealth Advisors's BWX Technologies position peaked at $122K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.