Iams Wealth Management
BWXT icon

Iams Wealth Management’s BWX Technologies BWXT Stock Holding History

Iams 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
Q3 		$955K Buy
6,971
+2,454
+54% +$401K 0.28% 99
2026
Q2 		$879K Buy
4,517
+274
+6% +$57.1K 0.26% 109
2026
Q1 		$868K Sell
4,243
-114
-3% -$23.2K 0.3% 100
2025
Q4 		$753K Sell
4,357
-177
-4% -$33.2K 0.27% 106
2025
Q3 		$836K Sell
4,534
-1,001
-18% -$161K 0.34% 85
2025
Q2 		$797K Sell
5,535
-508
-8% -$59.4K 0.37% 79
2025
Q1 		$596K Buy
6,043
+1,580
+35% +$171K 0.27% 102
2024
Q4 		$497K Buy
4,463
+792
+22% +$96.8K 0.23% 109
2024
Q3 		$399K Buy
+3,671
New +$365K 0.2% 110

Other funds holding BWXT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Iams Wealth Management's BWXT Position: Q3 2026 in Review

Iams Wealth Management increased its BWX Technologies (BWXT) stake by 54% in Q3 2026, buying an estimated $401K and bringing the position to 6,971 shares worth $955K. The position accounts for 0.28% of the portfolio, ranked #99.

Iams Wealth Management first reported a position in BWXT in Q3 2024 and has held it in 9 quarters since. 397 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Iams Wealth Management held 6,971 shares of BWX Technologies worth $955K as of Q3 2026.
  • Iams Wealth Management bought 2,454 BWX Technologies shares in Q3 2026, an estimated $401K.
  • BWX Technologies made up 0.28% of Iams Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Iams Wealth Management first reported a position in BWX Technologies in Q3 2024 and has held it in 9 quarters since.
  • 397 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.